+42.0%
TMUS vs LIN
+61.6%
-19.6%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.0% | -2.5% | -3.1% |
| 7D | +0.1% | -2.1% | +2.2% | +0.9% |
| 30D | +5.3% | -2.4% | +7.7% | +6.2% |
| 3M | +3.1% | -5.6% | +8.7% | +5.3% |
| 6M | -16.5% | -3.4% | -13.1% | -15.6% |
| YTD | -9.2% | +13.1% | -22.3% | -13.6% |
| 1Y | -26.5% | +2.5% | -28.9% | -27.5% |
| 3Y | +39.0% | +27.6% | +11.4% | +26.7% |
| All | +42.0% | +61.6% | -19.6% | +14.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LIN.
Daily Out/Under-Performance
Portfolio return minus LIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LIN 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 LIN 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