+51.5%
ENTG vs HRB
+25.9%
+25.5%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.6% | +3.0% | +1.2% |
| 7D | +8.9% | -10.6% | +19.5% | +7.9% |
| 30D | -0.8% | -0.8% | 0.0% | -0.9% |
| 3M | +6.6% | +19.1% | -12.5% | +9.2% |
| 6M | +22.1% | +48.7% | -26.6% | +24.7% |
| YTD | +70.2% | +7.1% | +63.1% | +84.7% |
| 1Y | +76.7% | -8.3% | +85.0% | +97.2% |
| All | +51.5% | +25.9% | +25.5% | +39.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling