+64.7%
ENB vs URA
+36.0%
+28.8%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +4.4% | -6.9% | -2.7% |
| 7D | -5.2% | -4.1% | -1.1% | -5.0% |
| 30D | +2.2% | -19.0% | +21.2% | +3.1% |
| 3M | -8.1% | -25.1% | +17.1% | -6.9% |
| 6M | -11.2% | -44.5% | +33.3% | -8.5% |
| YTD | +2.0% | -24.3% | +26.3% | +2.1% |
| 1Y | +4.1% | -28.1% | +32.2% | +4.6% |
| 3Y | +64.7% | +40.7% | +24.1% | +52.2% |
| All | +64.7% | +36.0% | +28.8% | +52.2% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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