+241.5%
SOXX vs TMUS
+41.3%
+200.3%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TMUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.1% | -2.6% | -2.7% |
| 7D | +3.0% | -5.8% | +8.8% | +3.6% |
| 30D | -3.1% | -0.2% | -2.9% | -3.2% |
| 3M | -4.4% | -4.0% | -0.4% | -4.3% |
| 6M | +52.9% | -18.1% | +71.0% | +57.7% |
| YTD | +72.0% | -11.3% | +83.3% | +73.6% |
| 1Y | +105.1% | -24.7% | +129.9% | +116.4% |
| 3Y | +220.6% | +35.4% | +185.2% | +155.6% |
| All | +241.5% | +41.3% | +200.3% | +170.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling