+69.4%
USAR vs ENTG
+33.4%
+36.0%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.4% | -4.8% | -3.9% |
| 7D | -4.4% | +8.9% | -13.4% | -7.5% |
| 30D | -10.4% | -0.8% | -9.6% | -10.5% |
| 3M | -18.4% | +6.6% | -24.9% | -20.6% |
| 6M | -8.8% | +22.1% | -30.9% | -13.9% |
| YTD | +43.4% | +70.2% | -26.8% | +24.4% |
| 1Y | +21.0% | +76.7% | -55.7% | +5.0% |
| 3Y | +67.7% | +50.5% | +17.3% | +51.9% |
| All | +69.4% | +33.4% | +36.0% | +53.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ENTG.
Daily Out/Under-Performance
Portfolio return minus ENTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENTG 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 ENTG 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