+29.8%
SNOW vs HRB
+276.6%
-246.8%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | 0.0% | -0.4% |
| 7D | -7.5% | -12.2% | +4.7% | -4.5% |
| 30D | -1.3% | -3.0% | +1.6% | -1.1% |
| 3M | +37.4% | +21.7% | +15.7% | +29.4% |
| 6M | +88.1% | +52.3% | +35.7% | +66.8% |
| YTD | +50.3% | +6.5% | +43.8% | +43.0% |
| 1Y | +46.0% | -6.7% | +52.7% | +42.1% |
| 3Y | +98.7% | +25.1% | +73.6% | +78.9% |
| 5Y | +3.5% | +113.8% | -110.3% | -9.8% |
| All | +29.8% | +276.6% | -246.8% | +22.7% |
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