-16.3%
TMUS vs GEN
+17.6%
-33.9%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | +12.4% |
| 3M | -4.2% | +2.6% | -6.8% | -3.8% |
| 6M | -11.9% | +32.7% | -44.6% | -10.7% |
| YTD | -15.6% | +11.3% | -26.8% | -11.2% |
| All | -16.3% | +17.6% | -33.9% | -12.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling