+304.4%
TMUS vs IP
+23.2%
+281.2%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +2.2% | -5.7% | -3.9% |
| 7D | +0.1% | -5.3% | +5.3% | +1.2% |
| 30D | +5.3% | -10.9% | +16.1% | +7.7% |
| 3M | +3.1% | +11.2% | -8.0% | +0.2% |
| 6M | -16.5% | -10.2% | -6.2% | -15.4% |
| YTD | -9.2% | -2.0% | -7.2% | -10.1% |
| 1Y | -26.5% | -19.1% | -7.4% | -24.3% |
| 3Y | +39.0% | +20.9% | +18.2% | +24.4% |
| 5Y | +40.4% | -17.8% | +58.2% | +39.2% |
| All | +304.4% | +23.2% | +281.2% | +224.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 IP 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