+22.3%
XBI vs TMUS
+51.5%
-29.2%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TMUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | -0.3% |
| 7D | -1.1% | +4.9% | -6.0% | -1.9% |
| 30D | +2.6% | +7.7% | -5.1% | +1.1% |
| 3M | -4.0% | -6.8% | +2.8% | -3.0% |
| 6M | +10.9% | -9.7% | +20.6% | +12.1% |
| YTD | +23.6% | -15.0% | +38.5% | +26.2% |
| 1Y | +35.1% | -19.1% | +54.2% | +40.5% |
| 3Y | +125.2% | +21.4% | +103.8% | +78.3% |
| All | +22.3% | +51.5% | -29.2% | -13.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling