-22.8%
SNAP vs HRB
+1.1%
-23.9%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -4.0% | 0.0% | -3.6% |
| 7D | +0.7% | -5.7% | +6.4% | +1.4% |
| 30D | +2.6% | +7.9% | -5.3% | +1.7% |
| 3M | -9.9% | +32.1% | -42.0% | -12.7% |
| 6M | +1.9% | +62.2% | -60.4% | -3.2% |
| YTD | -32.2% | +16.4% | -48.6% | -35.4% |
| 1Y | -22.8% | -0.3% | -22.6% | -27.0% |
| All | -22.8% | +1.1% | -23.9% | -27.0% |
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 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