-26.5%
TMUS vs SPXU
-40.4%
+13.9%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.3% | -4.7% | -3.6% |
| 7D | +0.1% | -0.1% | +0.2% | +0.1% |
| 30D | +5.3% | +0.8% | +4.4% | +5.1% |
| 3M | +3.1% | -4.7% | +7.8% | +3.6% |
| 6M | -16.5% | -29.6% | +13.2% | -12.3% |
| YTD | -9.2% | -29.9% | +20.7% | -4.7% |
| 1Y | -26.5% | -39.1% | +12.6% | -21.2% |
| All | -26.5% | -40.4% | +13.9% | -21.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 1y: compounded portfolio wealth divided by compounded SPXU 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…
1y analysis · Full analysis span regression · 6 months rolling