+21.4%
TMUS vs HAL
-5.8%
+27.2%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.1% | -3.7% | -0.7% |
| 7D | +4.9% | +6.1% | -1.2% | +4.8% |
| 30D | +7.7% | +2.9% | +4.8% | +7.6% |
| 3M | -6.8% | +3.3% | -10.1% | -6.9% |
| 6M | -9.7% | -16.9% | +7.2% | -9.3% |
| YTD | -15.0% | +21.2% | -36.1% | -15.3% |
| 1Y | -19.1% | +27.5% | -46.7% | -19.6% |
| 3Y | +21.4% | -6.4% | +27.9% | +19.9% |
| All | +21.4% | -5.8% | +27.2% | +19.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling