+6.2%
WMT vs TMUS
-25.2%
+31.4%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TMUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | 0.0% | -0.1% |
| 7D | -2.5% | -5.8% | +3.3% | -1.6% |
| 30D | -6.4% | -0.2% | -6.2% | -6.4% |
| 3M | -12.1% | -4.0% | -8.1% | -11.6% |
| 6M | -15.0% | -18.1% | +3.2% | -12.0% |
| YTD | -4.5% | -11.3% | +6.8% | -2.1% |
| 1Y | +6.2% | -24.7% | +30.9% | +14.1% |
| All | +6.2% | -25.2% | +31.4% | +14.1% |
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