+33.0%
TMUS vs BTI
+105.9%
-73.0%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.5% | -0.9% | -2.1% |
| 7D | -5.3% | -2.4% | -2.9% | -4.8% |
| 30D | +0.1% | -4.8% | +4.9% | +1.1% |
| 3M | -0.6% | -8.1% | +7.5% | +1.3% |
| 6M | -17.5% | -4.2% | -13.4% | -16.4% |
| YTD | -11.3% | -1.3% | -10.0% | -10.6% |
| 1Y | -25.4% | +2.1% | -27.5% | -25.3% |
| All | +33.0% | +105.9% | -73.0% | +22.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling