+65.7%
ENTG vs HRB
+16.9%
+48.8%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | +4.4% | -10.9% | -4.8% |
| 7D | -10.3% | +16.0% | -26.4% | -4.9% |
| 30D | -14.4% | +32.1% | -46.4% | -4.6% |
| 3M | -1.1% | +21.5% | -22.6% | +7.8% |
| 6M | +3.0% | +82.1% | -79.1% | +30.2% |
| YTD | +70.1% | +31.6% | +38.5% | +138.2% |
| 1Y | +65.7% | +15.9% | +49.8% | +147.4% |
| All | +65.7% | +16.9% | +48.8% | +147.4% |
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 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