-21.2%
TMUS vs BTG
+24.4%
-45.6%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +8.7% | -5.6% | +3.6% |
| 7D | +7.5% | -0.2% | +7.7% | +7.4% |
| 30D | -3.3% | -0.8% | -2.5% | -3.4% |
| 3M | -9.7% | +31.8% | -41.5% | -8.9% |
| 6M | -17.2% | +20.4% | -37.6% | -16.5% |
| YTD | -20.3% | +14.7% | -35.1% | -20.4% |
| 1Y | -21.2% | +29.4% | -50.6% | -21.6% |
| All | -21.2% | +24.4% | -45.6% | -21.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 1y: compounded portfolio wealth divided by compounded BTG 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…
1y analysis · Full analysis span regression · 6 months rolling