+240.8%
TMUS vs SPXU
-99.5%
+340.3%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -0.9% | +0.5% |
| 7D | +9.5% | +0.5% | +9.0% | +9.9% |
| 30D | +13.8% | +10.9% | +2.9% | +16.6% |
| 3M | -4.6% | +9.6% | -14.2% | -2.4% |
| 6M | -11.7% | -4.7% | -7.0% | -12.1% |
| YTD | -15.4% | -24.6% | +9.2% | -19.9% |
| 1Y | -16.1% | -24.7% | +8.6% | -20.5% |
| 3Y | +20.5% | -80.0% | +100.5% | -13.7% |
| 5Y | +48.7% | -83.5% | +132.2% | +13.5% |
| 10Y | +240.8% | -99.5% | +340.3% | +20.2% |
| All | +240.8% | -99.5% | +340.3% | +20.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling