-19.1%
TMUS vs BTI
+18.0%
-37.2%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.4% | -2.0% | -1.1% |
| 7D | +4.9% | +1.6% | +3.3% | +4.3% |
| 30D | +7.7% | +9.2% | -1.5% | +4.9% |
| 3M | -6.8% | +9.6% | -16.4% | -9.4% |
| 6M | -9.7% | -2.4% | -7.2% | -11.1% |
| YTD | -15.0% | +14.2% | -29.2% | -16.2% |
| 1Y | -19.1% | +20.3% | -39.4% | -19.7% |
| All | -19.1% | +18.0% | -37.2% | -19.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling