-78.3%
SNAP vs HRB
+219.1%
-297.4%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.6% | -0.6% | -1.9% |
| 7D | -5.0% | -10.6% | +5.6% | -2.7% |
| 30D | -0.7% | -0.8% | +0.1% | -1.1% |
| 3M | -5.0% | +19.1% | -24.1% | -9.1% |
| 6M | +3.5% | +48.7% | -45.2% | -6.5% |
| YTD | -34.2% | +7.1% | -41.3% | -36.1% |
| 1Y | -27.1% | -8.3% | -18.7% | -26.9% |
| 3Y | -43.5% | +25.8% | -69.3% | -47.7% |
| 5Y | -92.9% | +111.1% | -204.0% | -94.2% |
| All | -78.3% | +219.1% | -297.4% | -85.3% |
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