-16.3%
TMUS vs URI
+32.9%
-49.2%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +6.9% | -2.7% | +4.8% |
| 7D | +5.3% | -4.0% | +9.4% | +4.8% |
| 30D | +13.5% | +6.8% | +6.8% | +14.2% |
| 3M | -4.2% | -2.8% | -1.4% | -4.5% |
| 6M | -11.9% | +20.9% | -32.8% | -11.0% |
| YTD | -15.6% | +40.2% | -55.8% | -14.3% |
| All | -16.3% | +32.9% | -49.2% | -14.8% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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