+30.6%
ORCL vs TMUS
+38.7%
-8.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TMUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | +0.8% |
| 7D | -11.2% | +3.6% | -14.7% | -11.1% |
| 30D | -18.8% | -3.4% | -15.5% | -18.7% |
| 3M | -18.8% | -9.5% | -9.3% | -18.4% |
| 6M | -39.7% | -15.2% | -24.5% | -39.2% |
| YTD | -39.6% | -18.9% | -20.7% | -39.1% |
| 1Y | -51.7% | -17.7% | -34.0% | -51.5% |
| 3Y | +10.2% | +15.6% | -5.4% | -4.4% |
| All | +30.6% | +38.7% | -8.1% | +6.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling