+298.8%
TMUS vs WPM
+1,374.4%
-1,075.7%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.8% | +2.6% | +1.9% |
| 7D | +8.2% | +3.1% | +5.1% | +7.7% |
| 30D | +13.4% | -1.8% | +15.2% | +13.4% |
| 3M | -3.0% | +1.0% | -4.0% | -3.8% |
| 6M | -8.8% | -5.4% | -3.3% | -9.2% |
| YTD | -13.8% | +15.9% | -29.7% | -17.8% |
| 1Y | -17.1% | +30.8% | -47.9% | -22.5% |
| 3Y | +22.7% | +222.6% | -200.0% | -2.4% |
| 5Y | +52.8% | +227.4% | -174.5% | +19.4% |
| 10Y | +244.6% | +757.8% | -513.2% | +117.7% |
| All | +298.8% | +1,374.4% | -1,075.7% | +63.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling