+244.6%
TMUS vs BUD
-4.5%
+249.1%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.3% | +4.1% | +2.4% |
| 7D | +8.2% | +0.5% | +7.7% | +8.0% |
| 30D | +13.4% | +7.4% | +6.0% | +11.4% |
| 3M | -3.0% | +4.3% | -7.3% | -4.0% |
| 6M | -8.8% | +5.3% | -14.1% | -9.9% |
| YTD | -13.8% | +33.2% | -47.1% | -19.9% |
| 1Y | -17.1% | +31.8% | -48.8% | -22.7% |
| 3Y | +22.7% | +47.8% | -25.1% | +9.8% |
| 5Y | +52.8% | +50.2% | +2.7% | +34.1% |
| 10Y | +244.6% | -4.8% | +249.4% | +214.4% |
| All | +244.6% | -4.5% | +249.1% | +214.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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