+40.2%
APH vs USHY
+4.0%
+36.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | +0.4% |
| 7D | +1.6% | -0.1% | +1.8% | +2.3% |
| 30D | -3.0% | 0.0% | -2.9% | -2.8% |
| 3M | +5.7% | +0.8% | +4.9% | +1.6% |
| 6M | +20.0% | +1.9% | +18.1% | +10.3% |
| YTD | +20.8% | +2.3% | +18.5% | +10.3% |
| 1Y | +40.2% | +4.1% | +36.1% | +20.4% |
| All | +40.2% | +4.0% | +36.2% | +20.4% |
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