+68.7%
TMUS vs ACI
+31.1%
+37.6%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.9% | +3.2% | +4.0% |
| 7D | +5.3% | -5.9% | +11.2% | +6.3% |
| 30D | +13.5% | +7.2% | +6.3% | +12.3% |
| 3M | -4.2% | +8.8% | -13.1% | -5.5% |
| 6M | -11.9% | -17.2% | +5.3% | -10.1% |
| YTD | -15.6% | -21.3% | +5.7% | -13.4% |
| 1Y | -16.8% | -23.7% | +7.0% | -14.4% |
| 3Y | +20.8% | -32.8% | +53.6% | +25.4% |
| 5Y | +48.0% | -41.4% | +89.4% | +54.1% |
| All | +68.7% | +31.1% | +37.6% | +65.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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