+43.0%
TMUS vs TE
-41.1%
+84.1%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +10.0% | -9.9% | 0.0% |
| 7D | -0.3% | +18.2% | -18.5% | -0.4% |
| 30D | +3.1% | -13.5% | +16.6% | +3.2% |
| 3M | +2.4% | -44.6% | +47.0% | +2.8% |
| 6M | -17.1% | -24.7% | +7.6% | -17.3% |
| YTD | -9.1% | -24.3% | +15.2% | -9.7% |
| 1Y | -23.6% | +155.6% | -179.2% | -26.9% |
| 3Y | +38.8% | -18.3% | +57.1% | +37.9% |
| 5Y | +43.0% | -41.3% | +84.3% | +40.1% |
| All | +43.0% | -41.1% | +84.1% | +40.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 TE 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