+1,142.2%
TMUS vs PSX
+1,129.4%
+12.8%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +3.0% | +1.2% | +3.5% |
| 7D | +5.3% | -8.0% | +13.4% | +7.1% |
| 30D | +13.5% | -9.0% | +22.6% | +15.6% |
| 3M | -4.2% | +24.7% | -29.0% | -8.7% |
| 6M | -11.9% | +49.3% | -61.2% | -19.1% |
| YTD | -15.6% | +100.2% | -115.8% | -27.2% |
| 1Y | -16.8% | +88.8% | -105.6% | -27.6% |
| 3Y | +20.8% | +152.5% | -131.7% | -3.8% |
| 5Y | +48.0% | +283.2% | -235.2% | +3.5% |
| 10Y | +234.7% | +345.8% | -111.1% | +105.0% |
| All | +1,142.2% | +1,129.4% | +12.8% | +363.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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