-17.7%
TMUS vs IWD
+28.1%
-45.8%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.2% | +0.9% |
| 7D | +3.6% | -0.5% | +4.0% | +3.5% |
| 30D | -3.4% | +2.7% | -6.0% | -3.6% |
| 3M | -9.5% | +0.9% | -10.3% | -9.4% |
| 6M | -15.2% | +10.5% | -25.7% | -13.9% |
| YTD | -18.9% | +23.7% | -42.6% | -15.8% |
| 1Y | -17.7% | +28.7% | -46.4% | -14.8% |
| All | -17.7% | +28.1% | -45.8% | -14.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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