+1,059.0%
WMT vs TMUS
+332.5%
+726.6%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TMUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.7% | +1.1% | +0.5% |
| 7D | -1.2% | +6.5% | -7.7% | -2.0% |
| 30D | +12.4% | +11.3% | +1.1% | +10.8% |
| 3M | +9.0% | -2.9% | +11.9% | +9.2% |
| 6M | -3.0% | -10.5% | +7.6% | -2.1% |
| YTD | +14.0% | -14.4% | +28.4% | +15.5% |
| 1Y | +23.0% | -17.9% | +40.9% | +25.3% |
| 3Y | +135.1% | +21.9% | +113.2% | +127.4% |
| 5Y | +172.7% | +52.1% | +120.6% | +155.8% |
| 10Y | +528.1% | +242.4% | +285.7% | +433.6% |
| All | +1,059.0% | +332.5% | +726.6% | +786.8% |
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