-21.2%
TMUS vs TRI
-22.4%
+1.2%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +6.4% | -3.3% | +2.1% |
| 7D | +7.5% | +1.0% | +6.5% | +7.3% |
| 30D | -3.3% | +20.8% | -24.1% | -5.7% |
| 3M | -9.7% | +8.1% | -17.8% | -10.8% |
| 6M | -17.2% | +24.2% | -41.4% | -20.3% |
| YTD | -20.3% | -7.8% | -12.6% | -17.2% |
| 1Y | -21.2% | -16.7% | -4.5% | -14.8% |
| All | -21.2% | -22.4% | +1.2% | -14.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 1y: compounded portfolio wealth divided by compounded TRI 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…
1y analysis · Full analysis span regression · 6 months rolling