+239.9%
TMUS vs NDAQ
+472.7%
-232.8%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.3% | -0.3% |
| 7D | +6.5% | +1.7% | +4.8% | +5.9% |
| 30D | +11.3% | +16.2% | -5.0% | +5.8% |
| 3M | -2.9% | +14.0% | -16.8% | -7.2% |
| 6M | -10.5% | +22.3% | -32.8% | -16.8% |
| YTD | -14.4% | +13.0% | -27.4% | -18.8% |
| 1Y | -17.9% | +24.0% | -41.9% | -24.9% |
| 3Y | +21.9% | +117.1% | -95.2% | -11.7% |
| 5Y | +52.1% | +67.5% | -15.4% | +20.2% |
| All | +239.9% | +472.7% | -232.8% | +60.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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