-91.0%
SNDQ vs HRB
+80.6%
-171.7%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.3% | +4.4% | +10.9% | +8.0% |
| 7D | +66.1% | +16.0% | +50.1% | +32.7% |
| 30D | +122.5% | +32.1% | +90.5% | +47.7% |
| 3M | +11.6% | +21.5% | -9.9% | -21.8% |
| 6M | -82.2% | +82.1% | -164.3% | -91.2% |
| All | -91.0% | +80.6% | -171.7% | -95.6% |
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 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 · 6 months rolling