+21.4%
TMUS vs SU
+132.3%
-110.9%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.5% | -0.6% |
| 7D | +4.9% | +1.7% | +3.2% | +4.9% |
| 30D | +7.7% | -7.9% | +15.6% | +7.8% |
| 3M | -6.8% | +7.5% | -14.3% | -7.2% |
| 6M | -9.7% | +7.2% | -16.9% | -10.2% |
| YTD | -15.0% | +60.9% | -75.9% | -16.6% |
| 1Y | -19.1% | +63.6% | -82.8% | -20.7% |
| 3Y | +21.4% | +128.9% | -107.5% | +18.9% |
| All | +21.4% | +132.3% | -110.9% | +18.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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