+317.8%
TMUS vs APTV
-21.3%
+339.1%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.7% | +0.3% | -2.0% |
| 7D | -5.3% | -1.2% | -4.2% | -5.2% |
| 30D | +0.1% | -10.6% | +10.7% | +1.9% |
| 3M | -0.6% | -35.0% | +34.4% | +6.2% |
| 6M | -17.5% | -38.9% | +21.4% | -11.5% |
| YTD | -11.3% | -41.5% | +30.3% | -4.4% |
| 1Y | -25.4% | -45.8% | +20.4% | -18.7% |
| 3Y | +35.5% | -55.7% | +91.2% | +50.0% |
| 5Y | +41.9% | -70.1% | +112.0% | +66.0% |
| 10Y | +317.8% | -19.1% | +336.9% | +270.0% |
| All | +317.8% | -21.3% | +339.1% | +270.0% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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