+238.4%
TMUS vs SUI
+115.7%
+122.7%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.5% | +2.3% | +1.3% |
| 7D | +3.6% | +6.2% | -2.7% | +1.8% |
| 30D | -3.4% | +8.6% | -11.9% | -5.8% |
| 3M | -9.5% | +1.0% | -10.5% | -9.9% |
| 6M | -15.2% | -2.6% | -12.6% | -14.8% |
| YTD | -18.9% | -0.1% | -18.8% | -19.3% |
| 1Y | -17.7% | +0.5% | -18.2% | -18.2% |
| 3Y | +15.6% | +15.3% | +0.4% | +8.4% |
| 5Y | +38.9% | -26.1% | +65.0% | +48.5% |
| All | +238.4% | +115.7% | +122.7% | +180.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 10y: compounded portfolio wealth divided by compounded SUI 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…
10y analysis · Full analysis span regression · 6 months rolling