+95.5%
AMD vs USHY
+1.9%
+93.6%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.7% | +0.3% | -3.7% |
| 7D | -15.5% | -0.2% | -15.3% | -13.9% |
| 30D | -22.6% | +0.7% | -23.3% | -25.5% |
| 3M | -5.7% | -2.2% | -3.5% | +11.4% |
| 6M | +43.1% | -0.9% | +44.0% | +56.4% |
| YTD | +128.2% | +0.2% | +128.1% | +142.1% |
| 1Y | +95.5% | +1.7% | +93.7% | +97.3% |
| All | +95.5% | +1.9% | +93.6% | +97.3% |
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