-79.6%
SNAP vs HRB
+260.5%
-340.0%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | -10.6% | -4.0% | -6.5% | -9.7% |
| 30D | -19.7% | +15.8% | -35.5% | -22.3% |
| 3M | -6.5% | +12.0% | -18.6% | -9.4% |
| 6M | -17.8% | +40.7% | -58.5% | -24.2% |
| YTD | -38.0% | +21.0% | -59.0% | -41.5% |
| 1Y | -42.5% | +11.7% | -54.1% | -44.7% |
| 3Y | -55.8% | +25.0% | -80.8% | -59.1% |
| 5Y | -90.5% | +141.0% | -231.6% | -92.5% |
| All | -79.6% | +260.5% | -340.0% | -86.6% |
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