+305.7%
TMUS vs UUUU
+495.2%
-189.5%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -6.3% | +6.2% | +0.2% |
| 7D | -5.8% | -5.0% | -0.8% | -5.5% |
| 30D | -0.2% | -7.8% | +7.6% | +0.1% |
| 3M | -4.0% | -0.4% | -3.5% | -4.3% |
| 6M | -18.1% | -32.9% | +14.8% | -17.1% |
| YTD | -11.3% | -6.3% | -5.1% | -12.9% |
| 1Y | -24.7% | +7.9% | -32.7% | -27.5% |
| 3Y | +35.4% | +85.2% | -49.8% | +21.7% |
| 5Y | +42.4% | +97.0% | -54.5% | +23.3% |
| All | +305.7% | +495.2% | -189.5% | +177.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 10y: compounded portfolio wealth divided by compounded UUUU 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…
10y analysis · Full analysis span regression · 6 months rolling