+306.1%
TMUS vs HON
+140.0%
+166.1%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.6% | -0.8% | -1.8% |
| 7D | -5.3% | -0.6% | -4.8% | -5.1% |
| 30D | +0.1% | -15.4% | +15.5% | +6.0% |
| 3M | -0.6% | -9.1% | +8.5% | +1.7% |
| 6M | -17.5% | -17.1% | -0.5% | -13.0% |
| YTD | -11.3% | +1.5% | -12.8% | -13.8% |
| 1Y | -25.4% | -1.3% | -24.1% | -26.9% |
| 3Y | +35.5% | +19.5% | +16.0% | +19.7% |
| 5Y | +41.9% | +3.1% | +38.8% | +31.9% |
| All | +306.1% | +140.0% | +166.1% | +150.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HON.
Daily Out/Under-Performance
Portfolio return minus HON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HON 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 HON 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