+10.8%
HD vs TMUS
+40.3%
-29.5%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TMUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.5% | +4.4% | +1.8% |
| 7D | -2.1% | +0.1% | -2.1% | -2.1% |
| 30D | -8.4% | +5.3% | -13.7% | -9.6% |
| 3M | +4.3% | +3.1% | +1.2% | +3.0% |
| 6M | -11.1% | -16.5% | +5.3% | -7.5% |
| YTD | -4.7% | -9.2% | +4.5% | -3.2% |
| 1Y | -19.8% | -26.5% | +6.7% | -13.7% |
| 3Y | +4.1% | +39.0% | -34.9% | -10.9% |
| All | +10.8% | +40.3% | -29.5% | -7.9% |
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