+107.3%
PENG vs HRB
-5.9%
+113.1%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -6.5% | +5.6% | -2.8% |
| 7D | +7.8% | -9.1% | +16.9% | +4.8% |
| 30D | -12.2% | +0.3% | -12.5% | -11.7% |
| 3M | -20.6% | +23.4% | -44.0% | -14.3% |
| 6M | +180.9% | +45.1% | +135.8% | +207.8% |
| YTD | +162.3% | +8.9% | +153.4% | +175.3% |
| 1Y | +107.3% | -7.9% | +115.2% | +107.1% |
| All | +107.3% | -5.9% | +113.1% | +107.1% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling