+320.5%
TMUS vs BTI
+418.1%
-97.6%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.1% | -2.3% | -3.0% |
| 7D | +0.1% | -1.4% | +1.5% | +0.7% |
| 30D | +5.3% | -6.6% | +11.9% | +8.4% |
| 3M | +3.1% | -3.0% | +6.1% | +4.5% |
| 6M | -16.5% | -6.7% | -9.8% | -14.4% |
| YTD | -9.2% | +0.6% | -9.7% | -10.3% |
| 1Y | -26.5% | +5.6% | -32.1% | -29.2% |
| 3Y | +39.0% | +110.3% | -71.3% | -4.4% |
| 5Y | +40.4% | +114.3% | -73.9% | -6.0% |
| 10Y | +303.7% | +67.7% | +236.0% | +188.0% |
| All | +320.5% | +418.1% | -97.6% | +48.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling