+528.7%
WDC vs TMUS
+38.7%
+490.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TMUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.9% | -2.3% | -1.3% |
| 7D | -28.0% | +3.6% | -31.5% | -27.6% |
| 30D | -34.9% | -3.4% | -31.6% | -34.7% |
| 3M | -41.6% | -9.5% | -32.1% | -41.6% |
| 6M | -45.4% | -15.2% | -30.2% | -45.2% |
| YTD | +53.3% | -18.9% | +72.2% | +53.4% |
| 1Y | +61.5% | -17.7% | +79.2% | +61.0% |
| 3Y | +712.3% | +15.6% | +696.7% | +583.9% |
| All | +528.7% | +38.7% | +490.0% | +409.5% |
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