+15.6%
TMUS vs GEN
+79.4%
-63.7%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.6% | +3.5% | +1.1% |
| 7D | +3.6% | +2.3% | +1.3% | +3.3% |
| 30D | -3.4% | +33.1% | -36.4% | -5.9% |
| 3M | -9.5% | +6.5% | -15.9% | -9.9% |
| 6M | -15.2% | +53.8% | -69.0% | -18.0% |
| YTD | -18.9% | +11.2% | -30.1% | -18.7% |
| 1Y | -17.7% | +19.4% | -37.1% | -18.3% |
| 3Y | +15.6% | +81.0% | -65.4% | +16.0% |
| All | +15.6% | +79.4% | -63.7% | +16.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling