+869.5%
SBUX vs TMUS
+326.6%
+542.9%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TMUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +4.1% | -0.3% | +2.8% |
| 7D | +4.8% | +5.3% | -0.5% | +3.5% |
| 30D | +20.6% | +13.5% | +7.0% | +16.6% |
| 3M | +4.3% | -4.2% | +8.5% | +4.8% |
| 6M | +5.5% | -11.9% | +17.4% | +7.7% |
| YTD | +32.3% | -15.6% | +47.9% | +35.9% |
| 1Y | +31.2% | -16.8% | +47.9% | +35.2% |
| 3Y | +14.8% | +20.8% | -6.0% | +6.6% |
| 5Y | +8.0% | +48.0% | -40.1% | -5.2% |
| 10Y | +148.7% | +234.7% | -86.0% | +79.4% |
| All | +869.5% | +326.6% | +542.9% | +418.6% |
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