+41.9%
TMUS vs TRGP
+639.4%
-597.5%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.0% | -1.4% | -2.2% |
| 7D | -5.3% | -0.7% | -4.6% | -5.2% |
| 30D | +0.1% | +9.5% | -9.4% | -1.3% |
| 3M | -0.6% | +10.8% | -11.4% | -2.4% |
| 6M | -17.5% | +25.3% | -42.9% | -20.6% |
| YTD | -11.3% | +60.3% | -71.5% | -17.9% |
| 1Y | -25.4% | +84.6% | -109.9% | -32.7% |
| 3Y | +35.5% | +264.4% | -228.8% | +5.6% |
| 5Y | +41.9% | +636.6% | -594.7% | -1.3% |
| All | +41.9% | +639.4% | -597.5% | -1.3% |
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