+84.0%
AMD vs USHY
+1.7%
+82.4%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | 0.0% | +11.0% | +11.0% |
| 7D | -11.0% | -0.3% | -10.8% | -8.7% |
| 30D | -30.5% | 0.0% | -30.5% | -29.6% |
| 3M | -8.2% | -1.8% | -6.4% | +6.0% |
| 6M | +6.6% | -1.0% | +7.6% | +17.4% |
| YTD | +109.7% | +0.5% | +109.2% | +119.9% |
| All | +84.0% | +1.7% | +82.4% | +90.4% |
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