+39.1%
TMUS vs HRB
+38.9%
+0.2%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -4.0% | +0.5% | -3.1% |
| 7D | +0.1% | -5.7% | +5.7% | +0.6% |
| 30D | +5.3% | +7.9% | -2.7% | +4.4% |
| 3M | +3.1% | +32.1% | -29.0% | +0.4% |
| 6M | -16.5% | +62.2% | -78.7% | -20.1% |
| YTD | -9.2% | +16.4% | -25.6% | -9.3% |
| 1Y | -26.5% | -0.3% | -26.2% | -25.0% |
| All | +39.1% | +38.9% | +0.2% | +36.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling