+234.7%
TMUS vs GEN
+166.9%
+67.8%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | 0.0% | +4.1% | +4.1% |
| 7D | +5.3% | -0.3% | +5.6% | +5.4% |
| 30D | +13.5% | +28.2% | -14.6% | +8.3% |
| 3M | -4.2% | +2.6% | -6.8% | -5.2% |
| 6M | -11.9% | +32.7% | -44.6% | -17.0% |
| YTD | -15.6% | +11.3% | -26.8% | -18.1% |
| 1Y | -16.8% | +17.9% | -34.7% | -20.3% |
| 3Y | +20.8% | +66.3% | -45.5% | +6.1% |
| 5Y | +48.0% | +31.7% | +16.4% | +34.1% |
| 10Y | +234.7% | +150.0% | +84.7% | +161.5% |
| All | +234.7% | +166.9% | +67.8% | +161.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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