-12.9%
SNPS vs HRB
+22.6%
-35.5%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.4% | -0.2% | -1.5% |
| 7D | +1.1% | -5.1% | +6.1% | +1.7% |
| 30D | -5.2% | +8.7% | -13.8% | -6.5% |
| 3M | +10.6% | -5.4% | +15.9% | +10.9% |
| 6M | -10.6% | +41.6% | -52.2% | -16.3% |
| YTD | -3.1% | +18.7% | -21.7% | -6.2% |
| 1Y | +15.6% | +16.4% | -0.9% | +12.2% |
| 3Y | -12.9% | +22.0% | -34.9% | -17.4% |
| All | -12.9% | +22.6% | -35.5% | -17.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling