+43.0%
TMUS vs BTI
+115.0%
-72.0%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.2% |
| 7D | -0.3% | -1.4% | +1.1% | +0.1% |
| 30D | +3.1% | -7.0% | +10.2% | +5.1% |
| 3M | +2.4% | -6.3% | +8.7% | +4.3% |
| 6M | -17.1% | -2.0% | -15.1% | -16.6% |
| YTD | -9.1% | +0.2% | -9.3% | -9.3% |
| 1Y | -23.6% | +3.8% | -27.4% | -24.6% |
| 3Y | +38.8% | +112.1% | -73.2% | +10.6% |
| 5Y | +43.0% | +113.6% | -70.7% | +8.2% |
| All | +43.0% | +115.0% | -72.0% | +8.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling