+272.0%
TMUS vs URI
+3,258.9%
-2,986.9%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -7.1% | +8.0% | +2.5% |
| 7D | +9.0% | -12.9% | +22.0% | +12.2% |
| 30D | -3.2% | -3.4% | +0.2% | -2.8% |
| 3M | -6.9% | -10.0% | +3.1% | -5.2% |
| 6M | -16.4% | +12.2% | -28.6% | -19.8% |
| YTD | -19.6% | +29.8% | -49.4% | -26.6% |
| 1Y | -19.9% | +24.6% | -44.5% | -26.2% |
| 3Y | +14.5% | +137.6% | -123.1% | -12.7% |
| 5Y | +37.7% | +176.6% | -138.9% | -2.0% |
| 10Y | +242.2% | +1,402.6% | -1,160.3% | +45.1% |
| All | +272.0% | +3,258.9% | -2,986.9% | -22.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling