+70.2%
TMUS vs OPEN
-87.3%
+157.5%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +4.2% | -2.4% | +1.7% |
| 7D | +8.2% | -31.1% | +39.2% | +9.2% |
| 30D | +13.4% | -34.7% | +48.0% | +14.5% |
| 3M | -3.0% | -61.9% | +58.8% | -0.6% |
| 6M | -8.8% | -71.9% | +63.1% | -5.8% |
| YTD | -13.8% | -76.6% | +62.7% | -10.8% |
| 1Y | -17.1% | -83.9% | +66.8% | -13.4% |
| 3Y | +22.7% | -34.4% | +57.0% | +15.5% |
| 5Y | +52.8% | -93.9% | +146.8% | +55.2% |
| All | +70.2% | -87.3% | +157.5% | +57.3% |
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