-92.1%
AAOX vs USHY
+0.9%
-93.0%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.0% | +0.7% | -15.6% | -25.0% |
| 7D | -50.3% | -0.2% | -50.1% | -47.7% |
| 30D | -79.8% | +0.7% | -80.5% | -80.7% |
| 3M | -85.9% | -2.2% | -83.7% | -78.9% |
| 6M | -95.7% | -0.9% | -94.8% | -94.1% |
| All | -92.1% | +0.9% | -93.0% | -90.6% |
Cumulative growth
Daily Returns
Daily percentage return beside USHY.
Daily Out/Under-Performance
Portfolio return minus USHY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USHY 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 1y: compounded portfolio wealth divided by compounded USHY 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…
1y analysis · Full analysis span regression · 6 months rolling