+194.8%
SNXX vs HRB
+52.9%
+141.9%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +0.5% | -7.6% | -6.3% |
| 7D | -12.0% | -8.0% | -4.0% | -22.6% |
| 30D | +37.9% | -16.0% | +53.9% | +9.8% |
| 3M | -52.7% | +26.9% | -79.5% | -16.1% |
| 6M | +194.8% | +51.1% | +143.7% | +494.4% |
| All | +194.8% | +52.9% | +141.9% | +494.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling