+43.0%
TMUS vs HON
+4.8%
+38.1%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.7% | +0.7% | +0.2% |
| 7D | -0.3% | -0.8% | +0.6% | -0.1% |
| 30D | +3.1% | -15.2% | +18.3% | +6.5% |
| 3M | +2.4% | -6.0% | +8.4% | +2.8% |
| 6M | -17.1% | -14.9% | -2.2% | -14.7% |
| YTD | -9.1% | +3.2% | -12.2% | -11.5% |
| 1Y | -23.6% | 0.0% | -23.6% | -25.1% |
| 3Y | +38.8% | +21.5% | +17.4% | +25.0% |
| 5Y | +43.0% | +4.0% | +38.9% | +29.9% |
| All | +43.0% | +4.8% | +38.1% | +29.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling