+309.1%
TMUS vs HDB
+34.0%
+275.1%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.0% | +3.1% | +0.7% |
| 7D | -0.3% | -2.0% | +1.8% | +0.1% |
| 30D | +3.1% | -4.9% | +8.0% | +4.1% |
| 3M | +2.4% | -2.3% | +4.7% | +2.6% |
| 6M | -17.1% | -23.7% | +6.6% | -13.2% |
| YTD | -9.1% | -38.5% | +29.4% | -0.7% |
| 1Y | -23.6% | -36.5% | +12.8% | -17.2% |
| 3Y | +38.8% | -28.5% | +67.3% | +44.8% |
| 5Y | +43.0% | -37.4% | +80.3% | +51.0% |
| 10Y | +309.1% | +34.0% | +275.1% | +285.5% |
| All | +309.1% | +34.0% | +275.1% | +285.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 10y: compounded portfolio wealth divided by compounded HDB 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…
10y analysis · Full analysis span regression · 6 months rolling