+99.4%
WMT vs TMUS
+34.9%
+64.5%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TMUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.4% | +2.2% | +0.3% |
| 7D | -0.2% | -5.3% | +5.1% | +0.8% |
| 30D | -5.8% | +0.1% | -5.9% | -5.9% |
| 3M | -10.8% | -0.6% | -10.2% | -10.9% |
| 6M | -14.3% | -17.5% | +3.2% | -11.1% |
| YTD | -4.4% | -11.3% | +6.8% | -2.4% |
| 1Y | +4.3% | -25.4% | +29.7% | +10.9% |
| All | +99.4% | +34.9% | +64.5% | +86.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling