+769.3%
ENTG vs HRB
+221.6%
+547.7%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.4% | -2.4% | -3.5% |
| 7D | +15.2% | -5.1% | +20.3% | +16.2% |
| 30D | -3.6% | +8.7% | -12.3% | -5.8% |
| 3M | -10.0% | -5.4% | -4.6% | -9.8% |
| 6M | +1.8% | +41.6% | -39.8% | -8.3% |
| YTD | +75.5% | +18.7% | +56.8% | +63.6% |
| 1Y | +82.4% | +16.4% | +66.0% | +71.0% |
| 3Y | +58.5% | +22.0% | +36.5% | +42.2% |
| 5Y | +0.4% | +141.2% | -140.9% | -26.3% |
| All | +769.3% | +221.6% | +547.7% | +465.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling