+149.6%
TMUS vs DOW
-5.2%
+154.8%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.9% | -2.5% | -1.0% |
| 7D | +6.5% | +3.7% | +2.8% | +5.8% |
| 30D | +11.3% | +16.3% | -5.0% | +8.4% |
| 3M | -2.9% | +9.7% | -12.6% | -4.6% |
| 6M | -10.5% | -14.1% | +3.6% | -8.6% |
| YTD | -14.4% | +46.6% | -61.0% | -21.0% |
| 1Y | -17.9% | +56.8% | -74.7% | -25.3% |
| 3Y | +21.9% | -20.4% | +42.2% | +24.1% |
| 5Y | +52.1% | -27.4% | +79.6% | +56.7% |
| All | +149.6% | -5.2% | +154.8% | +109.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling