+42.0%
TMUS vs NDAQ
+55.8%
-13.8%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.9% | -1.6% | -3.0% |
| 7D | +0.1% | -2.4% | +2.5% | +0.6% |
| 30D | +5.3% | +2.5% | +2.8% | +4.7% |
| 3M | +3.1% | +9.9% | -6.8% | +0.9% |
| 6M | -16.5% | +9.4% | -25.9% | -18.4% |
| YTD | -9.2% | +0.4% | -9.6% | -9.6% |
| 1Y | -26.5% | +4.0% | -30.5% | -27.7% |
| 3Y | +39.0% | +94.4% | -55.4% | +13.6% |
| All | +42.0% | +55.8% | -13.8% | +16.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling