-76.8%
PATH vs TMUS
+37.3%
-114.1%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TMUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.9% | -4.6% | -3.9% |
| 7D | -5.6% | +9.0% | -14.6% | -7.7% |
| 30D | -0.7% | -3.2% | +2.5% | -0.5% |
| 3M | -5.9% | -6.9% | +1.0% | -4.5% |
| 6M | +21.6% | -16.4% | +38.0% | +26.7% |
| YTD | -20.6% | -19.6% | -1.0% | -17.4% |
| 1Y | -10.6% | -19.9% | +9.3% | -7.1% |
| 3Y | -24.9% | +14.5% | -39.4% | -45.4% |
| 5Y | -76.8% | +37.7% | -114.5% | -85.3% |
| All | -76.8% | +37.3% | -114.1% | -85.3% |
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