+41.9%
TMUS vs KWEB
-42.3%
+84.2%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.3% | -0.1% | -2.3% |
| 7D | -5.3% | -3.6% | -1.7% | -5.2% |
| 30D | +0.1% | -14.9% | +15.0% | +0.7% |
| 3M | -0.6% | -5.4% | +4.8% | -0.4% |
| 6M | -17.5% | -18.9% | +1.3% | -16.9% |
| YTD | -11.3% | -27.2% | +16.0% | -10.3% |
| 1Y | -25.4% | -34.2% | +8.8% | -24.3% |
| 3Y | +35.5% | +0.6% | +34.9% | +33.6% |
| 5Y | +41.9% | -43.5% | +85.4% | +44.2% |
| All | +41.9% | -42.3% | +84.2% | +44.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KWEB.
Daily Out/Under-Performance
Portfolio return minus KWEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KWEB 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 KWEB 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