+432.9%
SNXX vs HRB
+25.6%
+407.3%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -4.0% | +27.4% | +17.9% |
| 7D | +34.9% | -5.7% | +40.6% | +26.0% |
| 30D | +52.5% | +7.9% | +44.6% | +70.6% |
| 3M | -41.3% | +32.1% | -73.5% | +4.4% |
| 6M | +293.8% | +62.2% | +231.5% | +724.4% |
| All | +432.9% | +25.6% | +407.3% | +952.6% |
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