+309.7%
SN vs HRB
+48.2%
+261.4%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.6% | -1.7% | -3.2% |
| 7D | -3.4% | -10.6% | +7.2% | -2.9% |
| 30D | -9.1% | -0.8% | -8.2% | -9.1% |
| 3M | +31.8% | +19.1% | +12.7% | +30.4% |
| 6M | +52.0% | +48.7% | +3.3% | +48.2% |
| YTD | +51.3% | +7.1% | +44.2% | +54.5% |
| 1Y | +46.9% | -8.3% | +55.2% | +53.2% |
| 3Y | +394.9% | +25.8% | +369.1% | +385.1% |
| All | +309.7% | +48.2% | +261.4% | +309.2% |
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 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