+15.6%
TMUS vs BUD
+49.3%
-33.7%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.5% | +2.3% | +1.2% |
| 7D | +3.6% | +4.5% | -0.9% | +2.6% |
| 30D | -3.4% | +12.5% | -15.9% | -5.5% |
| 3M | -9.5% | 0.0% | -9.4% | -9.6% |
| 6M | -15.2% | +3.8% | -19.0% | -15.9% |
| YTD | -18.9% | +33.1% | -52.0% | -22.5% |
| 1Y | -17.7% | +35.5% | -53.2% | -21.6% |
| 3Y | +15.6% | +49.4% | -33.8% | +9.4% |
| All | +15.6% | +49.3% | -33.7% | +9.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling