+22.2%
TMUS vs OPEN
-40.3%
+62.5%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -9.5% | +8.9% | -0.6% |
| 7D | +6.5% | -31.0% | +37.5% | +6.8% |
| 30D | +11.3% | -41.5% | +52.7% | +11.7% |
| 3M | -2.9% | -64.6% | +61.7% | -2.1% |
| 6M | -10.5% | -73.8% | +63.3% | -9.6% |
| YTD | -14.4% | -78.8% | +64.4% | -13.5% |
| 1Y | -17.9% | -86.8% | +68.9% | -16.7% |
| All | +22.2% | -40.3% | +62.5% | +24.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling