-95.7%
SNDQ vs HRB
+59.8%
-155.5%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.8% | -4.0% | -19.8% | -17.1% |
| 7D | -30.8% | -5.7% | -25.2% | -22.5% |
| 30D | -51.7% | +7.9% | -59.6% | -60.1% |
| 3M | -78.0% | +32.1% | -110.1% | -84.2% |
| All | -95.7% | +59.8% | -155.5% | -97.5% |
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 · Available span rolling