+107.7%
JNJ vs TMUS
+20.7%
+87.0%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TMUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.5% |
| 7D | +5.5% | +9.5% | -4.0% | +4.4% |
| 30D | +7.4% | +13.8% | -6.4% | +5.9% |
| 3M | +7.8% | -4.6% | +12.3% | +8.0% |
| 6M | +28.2% | -11.7% | +39.9% | +29.3% |
| YTD | +37.9% | -15.4% | +53.2% | +39.6% |
| 1Y | +52.4% | -16.1% | +68.5% | +54.5% |
| 3Y | +107.7% | +20.5% | +87.2% | +88.6% |
| All | +107.7% | +20.7% | +87.0% | +88.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling