+51.8%
TMUS vs NDAQ
+66.7%
-14.9%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.5% | -0.6% |
| 7D | +4.9% | +1.3% | +3.6% | +4.6% |
| 30D | +7.7% | +18.0% | -10.2% | +3.8% |
| 3M | -6.8% | +11.5% | -18.3% | -9.1% |
| 6M | -9.7% | +21.1% | -30.8% | -13.7% |
| YTD | -15.0% | +12.8% | -27.8% | -17.6% |
| 1Y | -19.1% | +25.7% | -44.8% | -24.0% |
| 3Y | +21.4% | +116.8% | -95.4% | -4.0% |
| All | +51.8% | +66.7% | -14.9% | +27.0% |
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