+782.9%
ENTG vs HRB
+209.1%
+573.8%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.5% | +1.6% | +2.0% |
| 7D | +1.2% | -8.0% | +9.2% | +2.9% |
| 30D | -12.9% | -16.0% | +3.1% | -9.9% |
| 3M | -3.1% | +26.9% | -29.9% | -9.5% |
| 6M | +21.0% | +51.1% | -30.1% | +5.6% |
| YTD | +67.0% | +7.1% | +60.0% | +60.2% |
| 1Y | +68.6% | -9.6% | +78.2% | +69.6% |
| 3Y | +48.6% | +25.4% | +23.2% | +31.5% |
| 5Y | +18.6% | +114.9% | -96.3% | -10.3% |
| All | +782.9% | +209.1% | +573.8% | +461.5% |
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