+66.8%
TMUS vs OPEN
-86.9%
+153.7%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.7% | +3.4% | +4.1% |
| 7D | +5.3% | -21.7% | +27.0% | +6.0% |
| 30D | +13.5% | -36.5% | +50.0% | +14.8% |
| 3M | -4.2% | -59.5% | +55.3% | -2.0% |
| 6M | -11.9% | -71.9% | +60.0% | -9.0% |
| YTD | -15.6% | -75.8% | +60.2% | -12.7% |
| 1Y | -16.8% | -78.5% | +61.7% | -13.9% |
| 3Y | +20.8% | -30.2% | +51.0% | +13.4% |
| 5Y | +48.0% | -93.3% | +141.3% | +49.6% |
| All | +66.8% | -86.9% | +153.7% | +54.0% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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