+42.0%
TMUS vs BEN
+39.3%
+2.7%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +3.5% | -7.0% | -3.9% |
| 7D | +0.1% | +0.2% | -0.1% | 0.0% |
| 30D | +5.3% | -0.5% | +5.8% | +5.3% |
| 3M | +3.1% | +9.7% | -6.6% | +1.7% |
| 6M | -16.5% | +33.9% | -50.4% | -20.1% |
| YTD | -9.2% | +49.0% | -58.1% | -14.8% |
| 1Y | -26.5% | +42.1% | -68.6% | -30.6% |
| 3Y | +39.0% | +51.9% | -12.9% | +27.6% |
| All | +42.0% | +39.3% | +2.7% | +24.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 5y: compounded portfolio wealth divided by compounded BEN 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…
5y analysis · Full analysis span regression · 6 months rolling