+33.0%
TMUS vs NI
+70.0%
-37.0%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -1.8% | -2.2% |
| 7D | -5.3% | +1.3% | -6.6% | -5.7% |
| 30D | +0.1% | -0.3% | +0.4% | +0.2% |
| 3M | -0.6% | -9.5% | +8.8% | +3.0% |
| 6M | -17.5% | -10.2% | -7.3% | -14.4% |
| YTD | -11.3% | +1.8% | -13.0% | -12.0% |
| 1Y | -25.4% | +5.7% | -31.1% | -27.1% |
| All | +33.0% | +70.0% | -37.0% | +14.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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