+317.8%
TMUS vs HRB
+205.6%
+112.2%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.6% | -0.8% | -2.1% |
| 7D | -5.3% | -10.6% | +5.3% | -3.5% |
| 30D | +0.1% | -0.8% | +0.9% | -0.1% |
| 3M | -0.6% | +19.1% | -19.7% | -4.2% |
| 6M | -17.5% | +48.7% | -66.2% | -24.1% |
| YTD | -11.3% | +7.1% | -18.4% | -13.4% |
| 1Y | -25.4% | -8.3% | -17.1% | -25.0% |
| 3Y | +35.5% | +25.8% | +9.7% | +25.9% |
| 5Y | +41.9% | +111.1% | -69.2% | +16.0% |
| 10Y | +317.8% | +206.6% | +111.2% | +200.4% |
| All | +317.8% | +205.6% | +112.2% | +200.4% |
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