-92.7%
SNAP vs HRB
+112.6%
-205.3%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -6.5% | +5.7% | +0.7% |
| 7D | +1.5% | -9.1% | +10.6% | +3.7% |
| 30D | +1.9% | +0.3% | +1.6% | +1.3% |
| 3M | -3.9% | +23.4% | -27.3% | -9.2% |
| 6M | +5.2% | +45.1% | -39.9% | -5.1% |
| YTD | -32.7% | +8.9% | -41.6% | -34.6% |
| 1Y | -24.8% | -7.9% | -16.9% | -23.8% |
| 3Y | -42.2% | +27.9% | -70.1% | -47.6% |
| 5Y | -92.7% | +108.3% | -201.0% | -94.2% |
| All | -92.7% | +112.6% | -205.3% | -94.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling