+51.2%
JNJ vs TMUS
-20.4%
+71.6%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TMUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +3.1% | +0.7% | +3.6% |
| 7D | +1.9% | +7.5% | -5.5% | +1.5% |
| 30D | +9.2% | -3.3% | +12.6% | +9.1% |
| 3M | +8.9% | -9.7% | +18.6% | +9.4% |
| 6M | +24.6% | -17.2% | +41.8% | +24.9% |
| YTD | +35.7% | -20.3% | +56.0% | +36.2% |
| 1Y | +51.2% | -21.2% | +72.4% | +52.6% |
| All | +51.2% | -20.4% | +71.6% | +52.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TMUS.
Daily Out/Under-Performance
Portfolio return minus TMUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMUS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded TMUS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling