-17.1%
TMUS vs HRB
+11.2%
-28.2%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.8% | +1.8% |
| 7D | +8.2% | -8.1% | +16.3% | +8.9% |
| 30D | +13.4% | +15.0% | -1.7% | +12.1% |
| 3M | -3.0% | +10.2% | -13.3% | -3.8% |
| 6M | -8.8% | +44.2% | -53.0% | -10.2% |
| YTD | -13.8% | +21.0% | -34.8% | -12.2% |
| 1Y | -17.1% | +12.0% | -29.1% | -15.8% |
| All | -17.1% | +11.2% | -28.2% | -15.8% |
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