-17.9%
TMUS vs SUI
-4.1%
-13.8%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | +0.1% | -0.5% |
| 7D | +6.5% | -3.8% | +10.3% | +7.6% |
| 30D | +11.3% | +3.9% | +7.3% | +10.1% |
| 3M | -2.9% | +0.2% | -3.1% | -2.9% |
| 6M | -10.5% | -4.2% | -6.4% | -9.6% |
| YTD | -14.4% | -2.5% | -11.9% | -13.7% |
| 1Y | -17.9% | -4.0% | -13.9% | -16.8% |
| All | -17.9% | -4.1% | -13.8% | -16.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling