+58.3%
SOXX vs TMUS
-18.5%
+76.8%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | TMUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.4% | +3.1% | -0.5% |
| 7D | +6.1% | -5.3% | +11.4% | +3.4% |
| 30D | +0.5% | +0.1% | +0.4% | +0.7% |
| 3M | -5.3% | -0.6% | -4.7% | -2.3% |
| 6M | +58.3% | -17.5% | +75.9% | +44.4% |
| All | +58.3% | -18.5% | +76.8% | +44.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling