+240.8%
TMUS vs SUI
+117.1%
+123.7%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.1% | +0.5% |
| 7D | +9.5% | +3.4% | +6.1% | +8.4% |
| 30D | +13.8% | +4.6% | +9.2% | +12.3% |
| 3M | -4.6% | +1.6% | -6.2% | -5.2% |
| 6M | -11.7% | -3.5% | -8.2% | -11.0% |
| YTD | -15.4% | -1.0% | -14.4% | -15.5% |
| 1Y | -16.1% | -1.7% | -14.4% | -16.1% |
| 3Y | +20.5% | +18.4% | +2.1% | +11.8% |
| 5Y | +48.7% | -26.3% | +75.1% | +59.2% |
| 10Y | +240.8% | +123.3% | +117.5% | +172.8% |
| All | +240.8% | +117.1% | +123.7% | +172.8% |
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