+42.6%
TMUS vs EQT
+190.6%
-148.0%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.9% | -1.5% | -2.3% |
| 7D | -5.3% | -2.0% | -3.3% | -5.2% |
| 30D | +0.1% | +1.0% | -0.9% | 0.0% |
| 3M | -0.6% | +4.0% | -4.6% | -1.0% |
| 6M | -17.5% | -11.7% | -5.9% | -16.8% |
| YTD | -11.3% | +2.8% | -14.1% | -11.6% |
| 1Y | -25.4% | +10.0% | -35.4% | -26.2% |
| 3Y | +35.5% | +34.1% | +1.4% | +30.7% |
| All | +42.6% | +190.6% | -148.0% | +27.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 5y: compounded portfolio wealth divided by compounded EQT 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…
5y analysis · Full analysis span regression · 6 months rolling