+42.0%
TMUS vs SPXU
-86.1%
+128.1%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.3% | -4.7% | -3.3% |
| 7D | +0.1% | -0.1% | +0.2% | +0.1% |
| 30D | +5.3% | +0.8% | +4.4% | +5.4% |
| 3M | +3.1% | -4.7% | +7.8% | +2.7% |
| 6M | -16.5% | -29.6% | +13.2% | -20.2% |
| YTD | -9.2% | -29.9% | +20.7% | -13.2% |
| 1Y | -26.5% | -39.1% | +12.6% | -31.3% |
| 3Y | +39.0% | -80.0% | +119.0% | +9.9% |
| All | +42.0% | -86.1% | +128.1% | +11.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling