-4.9%
SHOP vs TMUS
-20.4%
+15.5%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TMUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +3.1% | +4.3% | +7.8% |
| 7D | -9.0% | +7.5% | -16.5% | -7.8% |
| 30D | -4.4% | -3.3% | -1.1% | -4.6% |
| 3M | +24.1% | -9.7% | +33.8% | +23.2% |
| 6M | +20.0% | -17.2% | +37.2% | +14.9% |
| YTD | -4.9% | -20.3% | +15.4% | -10.1% |
| 1Y | -4.9% | -21.2% | +16.3% | -9.7% |
| All | -4.9% | -20.4% | +15.5% | -9.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling