+79.3%
ENB vs URA
+117.9%
-38.6%
-13.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.8% | -1.6% | -0.9% |
| 7D | -0.2% | +1.1% | -1.3% | -0.3% |
| 30D | -2.2% | +7.4% | -9.6% | -2.7% |
| 3M | -10.5% | -8.4% | -2.1% | -10.1% |
| 6M | -5.1% | -12.7% | +7.6% | -4.5% |
| YTD | +9.0% | +7.8% | +1.2% | +7.2% |
| 1Y | +8.2% | +19.5% | -11.2% | +4.3% |
| All | +79.3% | +117.9% | -38.6% | +51.5% |
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