+38.8%
TMUS vs SPXU
-80.6%
+119.4%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.7% | -1.6% | +0.2% |
| 7D | -0.3% | -1.5% | +1.2% | -0.3% |
| 30D | +3.1% | +3.7% | -0.6% | +3.4% |
| 3M | +2.4% | -9.6% | +12.0% | +2.0% |
| 6M | -17.1% | -32.4% | +15.3% | -18.9% |
| YTD | -9.1% | -28.7% | +19.6% | -10.6% |
| 1Y | -23.6% | -38.2% | +14.6% | -25.9% |
| 3Y | +38.8% | -80.4% | +119.3% | +19.9% |
| All | +38.8% | -80.6% | +119.4% | +19.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling