-21.2%
TMUS vs HRB
+16.9%
-38.1%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +4.4% | -1.3% | +2.7% |
| 7D | +7.5% | +16.0% | -8.6% | +6.2% |
| 30D | -3.3% | +32.1% | -35.4% | -5.1% |
| 3M | -9.7% | +21.5% | -31.2% | -11.0% |
| 6M | -17.2% | +82.1% | -99.3% | -18.7% |
| YTD | -20.3% | +31.6% | -52.0% | -20.8% |
| 1Y | -21.2% | +15.9% | -37.1% | -23.2% |
| All | -21.2% | +16.9% | -38.1% | -23.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 1y: compounded portfolio wealth divided by compounded HRB 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…
1y analysis · Full analysis span regression · 6 months rolling