+41.0%
TMUS vs OPEN
-93.8%
+134.8%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -21.8% | +22.7% | +1.4% |
| 7D | +3.6% | -22.2% | +25.8% | +4.1% |
| 30D | -3.4% | -38.3% | +35.0% | -2.3% |
| 3M | -9.5% | -59.4% | +49.9% | -7.6% |
| 6M | -15.2% | -74.4% | +59.2% | -12.6% |
| YTD | -18.9% | -76.0% | +57.1% | -16.5% |
| 1Y | -17.7% | -78.7% | +61.0% | -15.1% |
| 3Y | +15.6% | -30.0% | +45.6% | +8.9% |
| All | +41.0% | -93.8% | +134.8% | +44.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling