+2,898.2%
LITE vs TMUS
+347.8%
+2,550.5%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TMUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.7% | +0.9% | -19.6% | -18.8% |
| 7D | -44.6% | +9.0% | -53.6% | -45.6% |
| 30D | -55.0% | -3.2% | -51.8% | -55.2% |
| 3M | -38.3% | -6.9% | -31.4% | -38.3% |
| 6M | -48.8% | -16.4% | -32.3% | -47.9% |
| YTD | +38.3% | -19.6% | +57.9% | +40.8% |
| 1Y | +119.0% | -19.9% | +138.9% | +122.2% |
| 3Y | +1,092.0% | +14.5% | +1,077.5% | +919.5% |
| 5Y | +446.1% | +37.7% | +408.4% | +327.3% |
| 10Y | +1,381.7% | +242.2% | +1,139.4% | +747.4% |
| All | +2,898.2% | +347.8% | +2,550.5% | +1,631.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling