-3.6%
UNH vs TMUS
+51.7%
-55.3%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TMUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.8% | -2.4% | -0.9% |
| 7D | -1.6% | +8.2% | -9.7% | -3.1% |
| 30D | +6.5% | +13.4% | -6.9% | +3.6% |
| 3M | +0.8% | -3.0% | +3.8% | +0.9% |
| 6M | +6.1% | -8.8% | +14.8% | +7.3% |
| YTD | +24.5% | -13.8% | +38.3% | +27.1% |
| 1Y | +26.3% | -17.1% | +43.4% | +30.3% |
| 3Y | -20.7% | +22.7% | -43.4% | -30.7% |
| 5Y | -3.6% | +52.8% | -56.4% | -21.0% |
| All | -3.6% | +51.7% | -55.3% | -21.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TMUS.
Daily Out/Under-Performance
Portfolio return minus TMUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMUS 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 TMUS 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