+60.2%
TMUS vs OPEN
-87.0%
+147.1%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -21.8% | +22.7% | +1.5% |
| 7D | +3.6% | -22.2% | +25.8% | +4.2% |
| 30D | -3.4% | -38.3% | +35.0% | -2.2% |
| 3M | -9.5% | -59.4% | +49.9% | -7.3% |
| 6M | -15.2% | -74.4% | +59.2% | -12.2% |
| YTD | -18.9% | -76.0% | +57.1% | -16.2% |
| 1Y | -17.7% | -78.7% | +61.0% | -14.8% |
| 3Y | +15.6% | -30.0% | +45.6% | +8.5% |
| 5Y | +38.9% | -93.7% | +132.6% | +40.8% |
| All | +60.2% | -87.0% | +147.1% | +47.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling