+52.8%
TMUS vs HAS
+54.3%
-1.5%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.8% | 0.0% | +1.6% |
| 7D | +8.2% | +2.0% | +6.2% | +7.9% |
| 30D | +13.4% | +30.9% | -17.6% | +10.0% |
| 3M | -3.0% | +28.8% | -31.8% | -5.8% |
| 6M | -8.8% | +32.3% | -41.1% | -11.7% |
| YTD | -13.8% | +54.7% | -68.5% | -18.2% |
| 1Y | -17.1% | +63.2% | -80.3% | -21.8% |
| 3Y | +22.7% | +220.7% | -198.0% | +2.2% |
| 5Y | +52.8% | +53.3% | -0.5% | +55.5% |
| All | +52.8% | +54.3% | -1.5% | +55.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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