+1,053.2%
WMT vs TMUS
+327.5%
+725.6%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TMUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.1% |
| 7D | +0.6% | +9.5% | -8.9% | -0.6% |
| 30D | +12.8% | +13.8% | -1.0% | +10.9% |
| 3M | +11.7% | -4.6% | +16.3% | +12.1% |
| 6M | -3.5% | -11.7% | +8.2% | -2.5% |
| YTD | +13.4% | -15.4% | +28.8% | +15.1% |
| 1Y | +23.6% | -16.1% | +39.8% | +25.6% |
| 3Y | +133.9% | +20.5% | +113.4% | +126.5% |
| 5Y | +170.1% | +48.7% | +121.4% | +154.0% |
| 10Y | +523.5% | +240.8% | +282.7% | +430.1% |
| All | +1,053.2% | +327.5% | +725.6% | +783.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling