+317.8%
TMUS vs SPXU
-99.5%
+417.3%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.4% | -3.8% | -2.1% |
| 7D | -5.3% | +1.3% | -6.6% | -5.0% |
| 30D | +0.1% | +5.1% | -5.0% | +1.3% |
| 3M | -0.6% | -9.1% | +8.5% | -2.4% |
| 6M | -17.5% | -29.6% | +12.0% | -23.4% |
| YTD | -11.3% | -27.7% | +16.4% | -16.9% |
| 1Y | -25.4% | -37.0% | +11.6% | -32.3% |
| 3Y | +35.5% | -80.2% | +115.7% | -2.8% |
| 5Y | +41.9% | -86.0% | +127.9% | +3.4% |
| 10Y | +317.8% | -99.5% | +417.4% | +34.8% |
| All | +317.8% | -99.5% | +417.3% | +34.8% |
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