+39.5%
TMUS vs MSCI
+10.6%
+28.9%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.3% | -3.2% | -3.4% |
| 7D | +0.1% | +0.4% | -0.3% | 0.0% |
| 30D | +5.3% | +0.6% | +4.7% | +5.2% |
| 3M | +3.1% | -7.1% | +10.2% | +3.8% |
| 6M | -16.5% | +0.8% | -17.3% | -16.5% |
| YTD | -9.2% | +1.0% | -10.2% | -9.4% |
| 1Y | -26.5% | +4.3% | -30.8% | -27.0% |
| All | +39.5% | +10.6% | +28.9% | +37.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 3y: compounded portfolio wealth divided by compounded MSCI 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…
3y analysis · Full analysis span regression · 6 months rolling