+1,077.0%
TER vs TMUS
+248.1%
+828.9%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TMUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +1.8% | +6.5% | +7.8% |
| 7D | +5.9% | +8.2% | -2.3% | +3.9% |
| 30D | -30.8% | +13.4% | -44.1% | -33.3% |
| 3M | -29.9% | -3.0% | -26.9% | -30.2% |
| 6M | -27.5% | -8.8% | -18.7% | -27.6% |
| YTD | +37.5% | -13.8% | +51.3% | +37.3% |
| 1Y | +50.3% | -17.1% | +67.3% | +52.5% |
| 3Y | +204.9% | +22.7% | +182.2% | +139.3% |
| 5Y | +89.2% | +52.8% | +36.3% | +29.2% |
| 10Y | +1,077.0% | +244.6% | +832.3% | +413.6% |
| All | +1,077.0% | +248.1% | +828.9% | +413.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling