+16.5%
APH vs USHY
+1.9%
+14.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.1% | -1.6% | -1.2% |
| 7D | +4.9% | -0.4% | +5.3% | +6.9% |
| 30D | -5.4% | +0.6% | -6.0% | -7.8% |
| 3M | -5.5% | -2.0% | -3.5% | +4.5% |
| 6M | +25.9% | -0.5% | +26.5% | +29.5% |
| YTD | +16.4% | +0.6% | +15.8% | +14.1% |
| 1Y | +16.5% | +2.1% | +14.4% | +2.8% |
| All | +16.5% | +1.9% | +14.6% | +2.8% |
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