+317.8%
TMUS vs BTI
+68.1%
+249.7%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.5% | -0.9% | -1.9% |
| 7D | -5.3% | -2.4% | -2.9% | -4.6% |
| 30D | +0.1% | -4.8% | +4.9% | +1.6% |
| 3M | -0.6% | -8.1% | +7.5% | +2.0% |
| 6M | -17.5% | -4.2% | -13.4% | -16.6% |
| YTD | -11.3% | -1.3% | -10.0% | -11.3% |
| 1Y | -25.4% | +2.1% | -27.5% | -26.4% |
| 3Y | +35.5% | +108.9% | -73.4% | +5.7% |
| 5Y | +41.9% | +114.5% | -72.6% | +8.9% |
| 10Y | +317.8% | +72.2% | +245.6% | +234.2% |
| All | +317.8% | +68.1% | +249.7% | +234.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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