-17.1%
TMUS vs WSM
+36.5%
-53.6%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.2% | +1.6% | +1.8% |
| 7D | +8.2% | -3.0% | +11.1% | +7.9% |
| 30D | +13.4% | +10.1% | +3.3% | +14.5% |
| 3M | -3.0% | +4.9% | -7.9% | -2.5% |
| 6M | -8.8% | +49.8% | -58.6% | -2.4% |
| YTD | -13.8% | +48.7% | -62.6% | -8.2% |
| 1Y | -17.1% | +38.7% | -55.8% | -12.9% |
| All | -17.1% | +36.5% | -53.6% | -12.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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