+237.8%
TMUS vs TRGP
+822.5%
-584.7%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -1.0% | -0.7% |
| 7D | +4.9% | +12.4% | -7.5% | +3.0% |
| 30D | +7.7% | +2.6% | +5.1% | +7.0% |
| 3M | -6.8% | +11.9% | -18.6% | -8.7% |
| 6M | -9.7% | +13.9% | -23.6% | -11.9% |
| YTD | -15.0% | +64.2% | -79.1% | -21.9% |
| 1Y | -19.1% | +78.5% | -97.6% | -26.8% |
| 3Y | +21.4% | +272.9% | -251.5% | -3.8% |
| 5Y | +51.2% | +510.7% | -459.6% | +9.1% |
| All | +237.8% | +822.5% | -584.7% | +110.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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