+43.0%
TMUS vs HRB
+112.6%
-69.7%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -6.5% | +6.6% | +0.9% |
| 7D | -0.3% | -9.1% | +8.8% | +1.0% |
| 30D | +3.1% | +0.3% | +2.9% | +2.8% |
| 3M | +2.4% | +23.4% | -21.0% | -0.8% |
| 6M | -17.1% | +45.1% | -62.2% | -21.7% |
| YTD | -9.1% | +8.9% | -18.0% | -10.1% |
| 1Y | -23.6% | -7.9% | -15.7% | -22.3% |
| 3Y | +38.8% | +27.9% | +10.9% | +31.2% |
| 5Y | +43.0% | +108.3% | -65.4% | +17.0% |
| All | +43.0% | +112.6% | -69.7% | +17.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling