+79.6%
TMUS vs OPEN
-71.4%
+151.1%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.5% | +2.6% | +0.2% |
| 7D | -0.3% | +1.0% | -1.2% | -0.3% |
| 30D | +3.1% | -11.9% | +15.0% | +3.5% |
| 3M | +2.4% | -28.8% | +31.2% | +3.3% |
| 6M | -17.1% | -38.6% | +21.5% | -16.2% |
| YTD | -9.1% | -47.3% | +38.3% | -7.9% |
| 1Y | -23.6% | -49.2% | +25.6% | -23.5% |
| 3Y | +38.8% | -18.8% | +57.6% | +31.5% |
| 5Y | +43.0% | -83.6% | +126.6% | +40.4% |
| All | +79.6% | -71.4% | +151.1% | +62.6% |
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