+3,082.7%
SMH vs TMUS
+329.7%
+2,753.0%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TMUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.6% | -2.4% | -2.8% |
| 7D | +4.9% | +4.9% | 0.0% | +3.8% |
| 30D | -13.8% | +7.7% | -21.5% | -15.6% |
| 3M | -17.4% | -6.8% | -10.6% | -16.8% |
| 6M | -15.0% | -9.7% | -5.3% | -14.6% |
| YTD | +35.2% | -15.0% | +50.1% | +36.8% |
| 1Y | +41.6% | -19.1% | +60.7% | +45.0% |
| 3Y | +215.6% | +21.4% | +194.2% | +186.2% |
| 5Y | +233.2% | +51.2% | +182.1% | +184.4% |
| 10Y | +1,458.7% | +240.2% | +1,218.5% | +1,003.1% |
| All | +3,082.7% | +329.7% | +2,753.0% | +1,677.7% |
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 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