+272.0%
TMUS vs SUI
+1,081.0%
-809.0%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.7% | +0.2% | +0.6% |
| 7D | +9.0% | +8.8% | +0.3% | +5.6% |
| 30D | -3.2% | +8.9% | -12.2% | -6.5% |
| 3M | -6.9% | +2.0% | -8.9% | -7.9% |
| 6M | -16.4% | -0.6% | -15.8% | -16.5% |
| YTD | -19.6% | +1.3% | -21.0% | -20.6% |
| 1Y | -19.9% | +1.3% | -21.2% | -20.8% |
| 3Y | +14.5% | +16.3% | -1.8% | +4.5% |
| 5Y | +37.7% | -25.1% | +62.7% | +46.6% |
| 10Y | +242.2% | +121.1% | +121.2% | +118.5% |
| All | +272.0% | +1,081.0% | -809.0% | +19.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling