+317.8%
TMUS vs SYY
+102.5%
+215.4%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.2% | -4.6% | -3.0% |
| 7D | -5.3% | -0.2% | -5.1% | -5.3% |
| 30D | +0.1% | -2.7% | +2.8% | +0.8% |
| 3M | -0.6% | +5.9% | -6.5% | -2.2% |
| 6M | -17.5% | -2.3% | -15.2% | -17.6% |
| YTD | -11.3% | +13.1% | -24.3% | -15.3% |
| 1Y | -25.4% | +3.8% | -29.1% | -27.0% |
| 3Y | +35.5% | +26.7% | +8.8% | +23.8% |
| 5Y | +41.9% | +19.4% | +22.5% | +30.9% |
| 10Y | +317.8% | +112.0% | +205.8% | +201.6% |
| All | +317.8% | +102.5% | +215.4% | +201.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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