+43.0%
TMUS vs SYY
+18.1%
+24.9%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.2% |
| 7D | -0.3% | -2.8% | +2.5% | +0.5% |
| 30D | +3.1% | -5.3% | +8.4% | +4.6% |
| 3M | +2.4% | +5.1% | -2.7% | +1.0% |
| 6M | -17.1% | -5.0% | -12.1% | -16.2% |
| YTD | -9.1% | +10.7% | -19.8% | -12.9% |
| 1Y | -23.6% | +0.7% | -24.3% | -24.5% |
| 3Y | +38.8% | +24.0% | +14.8% | +25.9% |
| 5Y | +43.0% | +19.3% | +23.7% | +29.4% |
| All | +43.0% | +18.1% | +24.9% | +29.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling