+70.0%
XLI vs TMUS
+46.7%
+23.2%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TMUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +4.1% | -0.3% | +3.2% |
| 7D | -0.5% | +5.3% | -5.8% | -1.2% |
| 30D | -0.2% | +13.5% | -13.8% | -2.1% |
| 3M | -8.6% | -4.2% | -4.3% | -8.2% |
| 6M | -2.0% | -11.9% | +9.9% | -0.6% |
| YTD | +9.7% | -15.6% | +25.3% | +11.8% |
| 1Y | +11.4% | -16.8% | +28.2% | +13.8% |
| 3Y | +74.2% | +20.8% | +53.4% | +53.9% |
| 5Y | +70.0% | +48.0% | +21.9% | +44.2% |
| All | +70.0% | +46.7% | +23.2% | +44.2% |
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