+237.8%
TMUS vs HRB
+221.6%
+16.2%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.4% | +0.8% | -0.4% |
| 7D | +4.9% | -5.1% | +10.0% | +5.8% |
| 30D | +7.7% | +8.7% | -1.0% | +6.0% |
| 3M | -6.8% | -5.4% | -1.4% | -6.1% |
| 6M | -9.7% | +41.6% | -51.2% | -15.7% |
| YTD | -15.0% | +18.7% | -33.6% | -18.6% |
| 1Y | -19.1% | +16.4% | -35.6% | -22.3% |
| 3Y | +21.4% | +22.0% | -0.6% | +13.8% |
| 5Y | +51.2% | +141.2% | -90.1% | +20.5% |
| All | +237.8% | +221.6% | +16.2% | +142.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling