+239.9%
TMUS vs SPXU
-99.5%
+339.4%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.1% | -1.7% | -0.4% |
| 7D | +6.5% | -9.4% | +15.9% | +4.4% |
| 30D | +11.3% | +7.4% | +3.8% | +13.3% |
| 3M | -2.9% | +6.2% | -9.1% | -1.3% |
| 6M | -10.5% | -7.2% | -3.3% | -11.5% |
| YTD | -14.4% | -26.8% | +12.4% | -19.5% |
| 1Y | -17.9% | -26.3% | +8.4% | -22.5% |
| 3Y | +21.9% | -80.6% | +102.5% | -13.2% |
| 5Y | +52.1% | -83.6% | +135.7% | +16.1% |
| All | +239.9% | -99.5% | +339.4% | +17.2% |
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