+158.8%
TMUS vs DOW
-15.9%
+174.8%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.6% | -1.8% | -2.3% |
| 7D | -5.3% | -6.0% | +0.7% | -4.3% |
| 30D | +0.1% | -2.7% | +2.8% | +0.5% |
| 3M | -0.6% | -10.5% | +9.9% | +1.0% |
| 6M | -17.5% | -12.4% | -5.1% | -16.3% |
| YTD | -11.3% | +30.0% | -41.3% | -16.3% |
| 1Y | -25.4% | +27.8% | -53.2% | -29.8% |
| 3Y | +35.5% | -34.9% | +70.5% | +43.9% |
| 5Y | +41.9% | -35.9% | +77.8% | +49.3% |
| All | +158.8% | -15.9% | +174.8% | +121.8% |
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