-21.2%
TMUS vs DOW
+50.2%
-71.4%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -3.2% | +6.3% | +3.4% |
| 7D | +7.5% | -4.2% | +11.7% | +7.9% |
| 30D | -3.3% | +14.7% | -18.0% | -4.7% |
| 3M | -9.7% | +9.1% | -18.7% | -10.6% |
| 6M | -17.2% | -17.7% | +0.4% | -17.1% |
| YTD | -20.3% | +44.6% | -65.0% | -20.5% |
| 1Y | -21.2% | +51.9% | -73.1% | -21.7% |
| All | -21.2% | +50.2% | -71.4% | -21.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 1y: compounded portfolio wealth divided by compounded DOW 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…
1y analysis · Full analysis span regression · 6 months rolling