+15.6%
TMUS vs WPM
+212.7%
-197.1%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.9% | -2.0% | +1.0% |
| 7D | +3.6% | +16.9% | -13.4% | +4.1% |
| 30D | -3.4% | +2.0% | -5.3% | -3.4% |
| 3M | -9.5% | +8.9% | -18.4% | -9.3% |
| 6M | -15.2% | +1.6% | -16.8% | -14.9% |
| YTD | -18.9% | +16.5% | -35.4% | -19.3% |
| 1Y | -17.7% | +42.2% | -59.9% | -18.9% |
| 3Y | +15.6% | +213.3% | -197.7% | +11.6% |
| All | +15.6% | +212.7% | -197.1% | +11.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 3y: compounded portfolio wealth divided by compounded WPM 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…
3y analysis · Full analysis span regression · 6 months rolling