+11.7%
ACWI vs USHY
+1.6%
+10.1%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | +0.6% |
| 7D | +2.7% | -0.3% | +3.0% | +3.7% |
| 30D | -2.6% | +0.3% | -2.9% | -3.3% |
| 3M | -3.2% | -1.7% | -1.5% | +2.3% |
| 6M | +1.9% | -0.4% | +2.3% | +3.4% |
| YTD | +11.3% | +0.7% | +10.6% | +9.7% |
| 1Y | +11.7% | +1.8% | +9.9% | +6.4% |
| All | +11.7% | +1.6% | +10.1% | +6.4% |
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