+9.5%
SNOW vs HRB
+16.9%
-7.4%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +4.4% | -5.9% | -2.8% |
| 7D | -14.5% | +16.0% | -30.6% | -18.5% |
| 30D | -14.3% | +32.1% | -46.3% | -22.4% |
| 3M | -8.3% | +21.5% | -29.8% | -15.3% |
| 6M | +101.5% | +82.1% | +19.4% | +51.7% |
| YTD | +32.5% | +31.6% | +0.9% | +2.8% |
| 1Y | +9.5% | +15.9% | -6.4% | -15.0% |
| All | +9.5% | +16.9% | -7.4% | -15.0% |
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