+3,607.5%
SMH vs TMUS
+359.0%
+3,248.5%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TMUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -3.5% | +6.1% | +3.4% |
| 7D | +2.5% | +0.1% | +2.4% | +2.4% |
| 30D | -0.5% | +5.3% | -5.7% | -1.8% |
| 3M | -9.6% | +3.1% | -12.8% | -11.2% |
| 6M | +42.1% | -16.5% | +58.5% | +46.3% |
| YTD | +57.4% | -9.2% | +66.6% | +58.3% |
| 1Y | +96.2% | -26.5% | +122.7% | +107.3% |
| 3Y | +267.9% | +39.0% | +228.9% | +225.4% |
| 5Y | +327.7% | +40.4% | +287.3% | +275.1% |
| 10Y | +1,764.6% | +303.7% | +1,460.9% | +1,181.2% |
| All | +3,607.5% | +359.0% | +3,248.5% | +1,957.2% |
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