+27.4%
WMT vs TMUS
-20.4%
+47.8%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TMUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +3.1% | +0.4% | +3.0% |
| 7D | +8.8% | +7.5% | +1.3% | +7.7% |
| 30D | +22.9% | -3.3% | +26.3% | +22.9% |
| 3M | +16.1% | -9.7% | +25.7% | +17.2% |
| 6M | -0.5% | -17.2% | +16.7% | +1.7% |
| YTD | +16.7% | -20.3% | +37.0% | +21.1% |
| 1Y | +27.4% | -21.2% | +48.6% | +33.0% |
| All | +27.4% | -20.4% | +47.8% | +33.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling