+51.8%
TMUS vs SU
+230.1%
-178.3%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.5% | -0.7% |
| 7D | +4.9% | +1.7% | +3.2% | +4.8% |
| 30D | +7.7% | -7.9% | +15.6% | +8.3% |
| 3M | -6.8% | +7.5% | -14.3% | -7.6% |
| 6M | -9.7% | +7.2% | -16.9% | -10.6% |
| YTD | -15.0% | +60.9% | -75.9% | -19.1% |
| 1Y | -19.1% | +63.6% | -82.8% | -23.2% |
| 3Y | +21.4% | +128.9% | -107.5% | +10.1% |
| All | +51.8% | +230.1% | -178.3% | +28.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling