+52.8%
TMUS vs PAAS
+58.4%
-5.6%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.4% | +3.2% | +1.8% |
| 7D | +8.2% | -5.2% | +13.3% | +8.2% |
| 30D | +13.4% | -13.9% | +27.3% | +13.6% |
| 3M | -3.0% | -23.8% | +20.7% | -2.7% |
| 6M | -8.8% | -36.4% | +27.6% | -8.0% |
| YTD | -13.8% | -23.4% | +9.5% | -14.1% |
| 1Y | -17.1% | +5.6% | -22.7% | -18.9% |
| 3Y | +22.7% | +209.7% | -187.0% | +8.6% |
| 5Y | +52.8% | +55.6% | -2.7% | +48.2% |
| All | +52.8% | +58.4% | -5.6% | +48.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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