+298.8%
TMUS vs HON
+675.3%
-376.5%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.3% | +2.1% | +2.0% |
| 7D | +8.2% | -0.4% | +8.5% | +8.2% |
| 30D | +13.4% | +8.6% | +4.8% | +8.2% |
| 3M | -3.0% | -0.8% | -2.3% | -3.3% |
| 6M | -8.8% | -0.1% | -8.7% | -10.7% |
| YTD | -13.8% | +12.8% | -26.6% | -22.1% |
| 1Y | -17.1% | +10.4% | -27.5% | -24.2% |
| 3Y | +22.7% | +30.5% | -7.8% | -1.4% |
| 5Y | +52.8% | +15.0% | +37.9% | +29.2% |
| 10Y | +244.6% | +160.5% | +84.1% | +60.9% |
| All | +298.8% | +675.3% | -376.5% | -4.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling