+51.8%
TMUS vs OPEN
-94.8%
+146.6%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.6% | +3.0% | -0.5% |
| 7D | +4.9% | -15.0% | +19.9% | +5.3% |
| 30D | +7.7% | -40.2% | +47.9% | +8.9% |
| 3M | -6.8% | -67.4% | +60.6% | -4.3% |
| 6M | -9.7% | -74.0% | +64.3% | -6.9% |
| YTD | -15.0% | -79.6% | +64.6% | -12.0% |
| 1Y | -19.1% | -86.1% | +67.0% | -15.6% |
| 3Y | +21.4% | -41.4% | +62.8% | +14.8% |
| All | +51.8% | -94.8% | +146.6% | +63.6% |
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 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