+42.0%
TMUS vs WU
-50.7%
+92.6%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.0% | -2.5% | -3.3% |
| 7D | +0.1% | -0.8% | +0.9% | +0.2% |
| 30D | +5.3% | -1.1% | +6.4% | +5.4% |
| 3M | +3.1% | -3.9% | +7.0% | +3.4% |
| 6M | -16.5% | -20.7% | +4.2% | -14.4% |
| YTD | -9.2% | -18.4% | +9.2% | -7.4% |
| 1Y | -26.5% | -8.1% | -18.4% | -26.4% |
| 3Y | +39.0% | -24.2% | +63.2% | +40.8% |
| All | +42.0% | -50.7% | +92.6% | +53.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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