+75.4%
USAR vs ENB
+66.0%
+9.3%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | +0.4% |
| 7D | +2.3% | -0.5% | +2.8% | +2.2% |
| 30D | -8.6% | -0.2% | -8.4% | -8.6% |
| 3M | -20.5% | -7.5% | -13.0% | -21.0% |
| 6M | +1.2% | -4.1% | +5.3% | +0.7% |
| YTD | +48.4% | +9.8% | +38.6% | +48.8% |
| 1Y | +30.6% | +8.7% | +21.9% | +30.6% |
| 3Y | +73.6% | +79.0% | -5.3% | +75.5% |
| All | +75.4% | +66.0% | +9.3% | +77.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling