+1,095.9%
MO vs TMUS
+335.3%
+760.6%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TMUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.8% | -0.4% | +1.1% |
| 7D | -0.8% | +8.2% | -9.0% | -1.8% |
| 30D | +8.0% | +13.4% | -5.4% | +6.2% |
| 3M | +20.9% | -3.0% | +23.9% | +21.1% |
| 6M | +16.3% | -8.8% | +25.1% | +17.2% |
| YTD | +40.7% | -13.8% | +54.6% | +42.6% |
| 1Y | +41.5% | -17.1% | +58.5% | +44.0% |
| 3Y | +141.5% | +22.7% | +118.9% | +133.7% |
| 5Y | +153.1% | +52.8% | +100.2% | +137.2% |
| 10Y | +149.3% | +244.6% | -95.3% | +112.4% |
| All | +1,095.9% | +335.3% | +760.6% | +789.1% |
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