+41.0%
TMUS vs GEN
+32.5%
+8.5%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.6% | +3.5% | +1.2% |
| 7D | +3.6% | +2.3% | +1.3% | +3.3% |
| 30D | -3.4% | +33.1% | -36.4% | -7.1% |
| 3M | -9.5% | +6.5% | -15.9% | -10.4% |
| 6M | -15.2% | +53.8% | -69.0% | -20.2% |
| YTD | -18.9% | +11.2% | -30.1% | -20.0% |
| 1Y | -17.7% | +19.4% | -37.1% | -19.8% |
| 3Y | +15.6% | +81.0% | -65.4% | +3.5% |
| All | +41.0% | +32.5% | +8.5% | +32.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling