+26.0%
WMT vs TMUS
-18.1%
+44.1%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TMUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.6% | +2.1% | +1.6% |
| 7D | +2.0% | +4.9% | -2.9% | +1.3% |
| 30D | +10.3% | +7.7% | +2.6% | +8.9% |
| 3M | +11.0% | -6.8% | +17.7% | +11.4% |
| 6M | -2.3% | -9.7% | +7.3% | -1.6% |
| YTD | +15.7% | -15.0% | +30.7% | +19.0% |
| 1Y | +26.0% | -19.1% | +45.1% | +34.9% |
| All | +26.0% | -18.1% | +44.1% | +34.9% |
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