-19.3%
USAR vs ENB
+70.6%
-89.9%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.3% | +4.0% | +4.4% |
| 7D | +0.8% | -1.8% | +2.6% | +0.6% |
| 30D | -30.1% | +2.0% | -32.1% | -29.8% |
| 3M | -56.3% | -5.8% | -50.5% | -56.6% |
| 6M | -68.6% | -9.7% | -58.9% | -69.0% |
| YTD | -30.5% | +4.2% | -34.8% | -30.7% |
| 1Y | -53.5% | +3.2% | -56.7% | -53.6% |
| All | -19.3% | +70.6% | -89.9% | -18.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling