+41.6%
XLE vs TMUS
-16.3%
+57.9%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TMUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.4% |
| 7D | -6.7% | +9.5% | -16.2% | -7.3% |
| 30D | -4.4% | +13.8% | -18.2% | -5.6% |
| 3M | +4.0% | -4.6% | +8.6% | +4.4% |
| 6M | +13.2% | -11.7% | +24.9% | +14.5% |
| YTD | +41.9% | -15.4% | +57.3% | +41.9% |
| 1Y | +41.6% | -16.1% | +57.8% | +42.3% |
| All | +41.6% | -16.3% | +57.9% | +42.3% |
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