+2.4%
SNPS vs HRB
-8.2%
+10.7%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.6% | +1.0% |
| 7D | -4.6% | -12.2% | +7.6% | -3.8% |
| 30D | -3.3% | -3.0% | -0.4% | -3.1% |
| 3M | -13.8% | +21.7% | -35.5% | -14.9% |
| 6M | -8.2% | +52.3% | -60.5% | -11.7% |
| YTD | -15.4% | +6.5% | -21.9% | -19.6% |
| 1Y | +2.4% | -6.7% | +9.1% | -2.6% |
| All | +2.4% | -8.2% | +10.7% | -2.6% |
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