+41.0%
TMUS vs BN
+29.3%
+11.6%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.9% | +1.8% | +1.0% |
| 7D | +3.6% | +5.3% | -1.8% | +2.6% |
| 30D | -3.4% | +11.9% | -15.3% | -5.2% |
| 3M | -9.5% | -5.7% | -3.7% | -8.6% |
| 6M | -15.2% | -10.6% | -4.6% | -13.8% |
| YTD | -18.9% | -9.4% | -9.6% | -18.1% |
| 1Y | -17.7% | -8.8% | -8.9% | -17.1% |
| 3Y | +15.6% | +95.6% | -80.0% | -4.2% |
| All | +41.0% | +29.3% | +11.6% | +31.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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