+41.0%
TMUS vs ROIV
+378.2%
-337.2%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +6.2% | -5.3% | +0.8% |
| 7D | +3.6% | +5.3% | -1.8% | +3.4% |
| 30D | -3.4% | +11.9% | -15.2% | -3.6% |
| 3M | -9.5% | +10.7% | -20.2% | -9.7% |
| 6M | -15.2% | +34.9% | -50.1% | -16.1% |
| YTD | -18.9% | +79.2% | -98.1% | -20.9% |
| 1Y | -17.7% | +89.0% | -106.7% | -19.9% |
| 3Y | +15.6% | +337.3% | -321.7% | +7.1% |
| All | +41.0% | +378.2% | -337.2% | +22.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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