-76.5%
PATH vs TMUS
+37.1%
-113.6%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TMUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +3.1% | -0.2% | +2.1% |
| 7D | -4.8% | +7.5% | -12.3% | -6.6% |
| 30D | +2.7% | -3.3% | +6.0% | +2.8% |
| 3M | -4.2% | -9.7% | +5.5% | -2.0% |
| 6M | +24.7% | -17.2% | +42.0% | +30.3% |
| YTD | -17.6% | -20.3% | +2.8% | -14.1% |
| 1Y | -5.3% | -21.2% | +15.9% | -1.1% |
| 3Y | -22.0% | +13.5% | -35.5% | -43.2% |
| 5Y | -76.5% | +36.5% | -113.0% | -85.1% |
| All | -76.5% | +37.1% | -113.6% | -85.1% |
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 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