+41.9%
TMUS vs NI
+95.2%
-53.3%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -1.8% | -2.2% |
| 7D | -5.3% | +1.3% | -6.6% | -5.8% |
| 30D | +0.1% | -0.3% | +0.4% | +0.2% |
| 3M | -0.6% | -9.5% | +8.8% | +3.3% |
| 6M | -17.5% | -10.2% | -7.3% | -14.1% |
| YTD | -11.3% | +1.8% | -13.0% | -12.2% |
| 1Y | -25.4% | +5.7% | -31.1% | -27.4% |
| 3Y | +35.5% | +69.6% | -34.1% | +9.4% |
| 5Y | +41.9% | +95.8% | -53.9% | +0.6% |
| All | +41.9% | +95.2% | -53.3% | +0.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling