+23.0%
TMUS vs AU
+547.8%
-524.8%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.0% | +3.8% | +1.8% |
| 7D | +8.2% | +4.7% | +3.5% | +8.3% |
| 30D | +13.4% | -1.5% | +14.9% | +13.3% |
| 3M | -3.0% | -5.0% | +2.0% | -3.1% |
| 6M | -8.8% | -13.5% | +4.7% | -8.8% |
| YTD | -13.8% | +11.7% | -25.6% | -14.0% |
| 1Y | -17.1% | +21.3% | -38.4% | -17.4% |
| All | +23.0% | +547.8% | -524.8% | +20.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 3y: compounded portfolio wealth divided by compounded AU 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…
3y analysis · Full analysis span regression · 6 months rolling