+85.5%
ETN vs HRB
+25.9%
+59.6%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.5% | +3.4% | +4.0% |
| 7D | +3.5% | -8.0% | +11.6% | +2.5% |
| 30D | -7.5% | -16.0% | +8.4% | -9.3% |
| 3M | +8.3% | +26.9% | -18.5% | +11.6% |
| 6M | +20.2% | +51.1% | -30.9% | +25.4% |
| YTD | +34.7% | +7.1% | +27.6% | +42.3% |
| 1Y | +19.4% | -9.6% | +29.1% | +27.5% |
| 3Y | +85.5% | +25.4% | +60.1% | +71.5% |
| All | +85.5% | +25.9% | +59.6% | +71.5% |
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