-16.1%
TMUS vs SPXU
-26.1%
+10.0%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -0.9% | +0.1% |
| 7D | +9.5% | +0.5% | +9.0% | +9.1% |
| 30D | +13.8% | +10.9% | +2.9% | +11.6% |
| 3M | -4.6% | +9.6% | -14.2% | -6.3% |
| 6M | -11.7% | -4.7% | -7.0% | -11.5% |
| YTD | -15.4% | -24.6% | +9.2% | -12.2% |
| 1Y | -16.1% | -24.7% | +8.6% | -12.9% |
| All | -16.1% | -26.1% | +10.0% | -12.9% |
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