+645.3%
TMUS vs SPXU
-100.0%
+745.3%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -3.9% | +5.7% | +0.7% |
| 7D | +8.2% | +1.5% | +6.6% | +8.9% |
| 30D | +13.4% | +6.4% | +7.0% | +15.7% |
| 3M | -3.0% | +4.2% | -7.3% | -1.5% |
| 6M | -8.8% | -7.8% | -1.0% | -10.2% |
| YTD | -13.8% | -27.5% | +13.7% | -20.7% |
| 1Y | -17.1% | -27.1% | +10.1% | -23.4% |
| 3Y | +22.7% | -80.8% | +103.5% | -20.3% |
| 5Y | +52.8% | -84.1% | +136.9% | +6.4% |
| 10Y | +244.6% | -99.5% | +344.1% | -3.7% |
| All | +645.3% | -100.0% | +745.3% | -30.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling