+41.9%
TMUS vs WTW
+45.2%
-3.3%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.6% | +1.2% | -1.4% |
| 7D | -5.3% | -7.1% | +1.8% | -3.4% |
| 30D | +0.1% | -8.5% | +8.6% | +2.5% |
| 3M | -0.6% | +20.6% | -21.2% | -5.9% |
| 6M | -17.5% | +7.2% | -24.8% | -19.7% |
| YTD | -11.3% | -3.9% | -7.4% | -11.2% |
| 1Y | -25.4% | -3.6% | -21.8% | -25.5% |
| 3Y | +35.5% | +60.7% | -25.2% | +13.5% |
| 5Y | +41.9% | +42.2% | -0.2% | +16.6% |
| All | +41.9% | +45.2% | -3.3% | +16.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 5y: compounded portfolio wealth divided by compounded WTW 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…
5y analysis · Full analysis span regression · 6 months rolling