-25.4%
TMUS vs DOW
+29.4%
-54.8%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.6% | -1.8% | -2.4% |
| 7D | -5.3% | -6.0% | +0.7% | -5.0% |
| 30D | +0.1% | -2.7% | +2.8% | +0.2% |
| 3M | -0.6% | -10.5% | +9.9% | -0.5% |
| 6M | -17.5% | -12.4% | -5.1% | -17.1% |
| YTD | -11.3% | +30.0% | -41.3% | -9.5% |
| 1Y | -25.4% | +27.8% | -53.2% | -22.9% |
| All | -25.4% | +29.4% | -54.8% | -22.9% |
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