+239.9%
TMUS vs GEN
+147.0%
+92.9%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.1% | +2.4% | -0.1% |
| 7D | +6.5% | -3.0% | +9.5% | +7.1% |
| 30D | +11.3% | +24.7% | -13.4% | +6.7% |
| 3M | -2.9% | +4.1% | -7.0% | -4.1% |
| 6M | -10.5% | +36.0% | -46.6% | -16.1% |
| YTD | -14.4% | +10.9% | -25.3% | -17.0% |
| 1Y | -17.9% | +12.2% | -30.0% | -20.6% |
| 3Y | +21.9% | +63.3% | -41.4% | +7.4% |
| 5Y | +52.1% | +29.0% | +23.1% | +38.3% |
| All | +239.9% | +147.0% | +92.9% | +163.8% |
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