+41.6%
SMH vs TMUS
-18.1%
+59.7%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TMUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.6% | -2.4% | -3.2% |
| 7D | +4.9% | +4.9% | 0.0% | +6.6% |
| 30D | -13.8% | +7.7% | -21.5% | -10.8% |
| 3M | -17.4% | -6.8% | -10.6% | -18.1% |
| 6M | -15.0% | -9.7% | -5.3% | -14.8% |
| YTD | +35.2% | -15.0% | +50.1% | +32.7% |
| 1Y | +41.6% | -19.1% | +60.7% | +38.9% |
| All | +41.6% | -18.1% | +59.7% | +38.9% |
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