-17.9%
TMUS vs HAL
+20.4%
-38.2%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.1% | -0.6% |
| 7D | +6.5% | +2.6% | +3.9% | +6.4% |
| 30D | +11.3% | -0.1% | +11.3% | +11.0% |
| 3M | -2.9% | -1.1% | -1.8% | -3.0% |
| 6M | -10.5% | -20.7% | +10.2% | -10.3% |
| YTD | -14.4% | +17.5% | -31.9% | -13.1% |
| 1Y | -17.9% | +24.1% | -42.0% | -17.1% |
| All | -17.9% | +20.4% | -38.2% | -17.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 HAL 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