+48.0%
TMUS vs TRGP
+426.9%
-378.8%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +3.4% | +0.7% | +3.6% |
| 7D | +5.3% | -7.2% | +12.5% | +6.4% |
| 30D | +13.5% | -4.2% | +17.7% | +13.9% |
| 3M | -4.2% | +7.0% | -11.2% | -5.7% |
| 6M | -11.9% | +11.2% | -23.1% | -13.9% |
| YTD | -15.6% | +51.1% | -66.7% | -21.6% |
| 1Y | -16.8% | +62.0% | -78.8% | -23.7% |
| 3Y | +20.8% | +248.2% | -227.4% | -6.5% |
| 5Y | +48.0% | +432.4% | -384.3% | +3.6% |
| All | +48.0% | +426.9% | -378.8% | +3.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling