+320.9%
TMUS vs EQT
+143.4%
+177.4%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.1% |
| 7D | -0.3% | -0.8% | +0.6% | -0.1% |
| 30D | +3.1% | +6.6% | -3.5% | +1.8% |
| 3M | +2.4% | +4.4% | -2.0% | +1.4% |
| 6M | -17.1% | -10.5% | -6.6% | -15.6% |
| YTD | -9.1% | +3.7% | -12.8% | -10.3% |
| 1Y | -23.6% | +9.9% | -33.5% | -25.8% |
| 3Y | +38.8% | +35.4% | +3.5% | +25.9% |
| 5Y | +43.0% | +189.2% | -146.2% | +3.0% |
| 10Y | +309.1% | +50.7% | +258.4% | +212.6% |
| All | +320.9% | +143.4% | +177.4% | +115.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling