+69.4%
USAR vs ENB
+64.9%
+4.5%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.7% | -2.7% | -3.5% |
| 7D | -4.4% | -0.3% | -4.1% | -4.5% |
| 30D | -10.4% | -1.1% | -9.3% | -10.5% |
| 3M | -18.4% | -8.5% | -9.9% | -19.0% |
| 6M | -8.8% | -4.5% | -4.3% | -9.3% |
| YTD | +43.4% | +9.1% | +34.3% | +43.6% |
| 1Y | +21.0% | +8.0% | +13.0% | +20.9% |
| 3Y | +67.7% | +77.8% | -10.1% | +69.4% |
| All | +69.4% | +64.9% | +4.5% | +71.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ENB.
Daily Out/Under-Performance
Portfolio return minus ENB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENB 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 10y: compounded portfolio wealth divided by compounded ENB 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…
10y analysis · Full analysis span regression · 6 months rolling