+572.1%
SNPS vs HRB
+207.5%
+364.6%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.6% | +1.1% |
| 7D | -4.6% | -12.2% | +7.6% | -2.4% |
| 30D | -3.3% | -3.0% | -0.4% | -3.1% |
| 3M | -13.8% | +21.7% | -35.5% | -17.4% |
| 6M | -8.2% | +52.3% | -60.5% | -16.4% |
| YTD | -15.4% | +6.5% | -21.9% | -17.7% |
| 1Y | +2.4% | -6.7% | +9.1% | +2.0% |
| 3Y | -13.5% | +25.1% | -38.6% | -19.1% |
| 5Y | +19.5% | +113.8% | -94.3% | -0.2% |
| All | +572.1% | +207.5% | +364.6% | +397.8% |
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