-79.4%
SNAP vs HRB
+260.4%
-339.8%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -3.2% | +5.1% | +2.5% |
| 7D | -7.3% | -2.4% | -4.9% | -6.8% |
| 30D | -18.9% | +15.7% | -34.7% | -21.6% |
| 3M | -5.3% | +11.4% | -16.6% | -8.0% |
| 6M | -16.9% | +40.7% | -57.7% | -23.5% |
| YTD | -37.4% | +21.0% | -58.4% | -40.9% |
| 1Y | -38.5% | +7.2% | -45.7% | -40.4% |
| 3Y | -55.1% | +29.2% | -84.2% | -58.7% |
| 5Y | -90.8% | +142.3% | -233.1% | -92.7% |
| All | -79.4% | +260.4% | -339.8% | -86.4% |
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