+5,083.9%
LITE vs TMUS
+406.1%
+4,677.7%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TMUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -3.5% | +7.5% | +4.8% |
| 7D | -1.5% | +0.1% | -1.6% | -1.6% |
| 30D | +6.7% | +5.3% | +1.4% | +5.0% |
| 3M | -6.8% | +3.1% | -9.9% | -8.8% |
| 6M | +29.4% | -16.5% | +45.9% | +33.6% |
| YTD | +139.1% | -9.2% | +148.2% | +139.7% |
| 1Y | +521.0% | -26.5% | +547.5% | +562.3% |
| 3Y | +1,535.3% | +39.0% | +1,496.3% | +1,240.1% |
| 5Y | +889.8% | +40.4% | +849.5% | +694.6% |
| 10Y | +2,400.7% | +303.7% | +2,097.0% | +1,298.9% |
| All | +5,083.9% | +406.1% | +4,677.7% | +2,848.6% |
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 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