+46.1%
ASML vs USHY
+1.9%
+44.3%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.7% | -4.3% | -7.3% |
| 7D | -10.0% | -0.2% | -9.8% | -8.9% |
| 30D | -19.4% | +0.7% | -20.1% | -22.4% |
| 3M | -12.5% | -2.2% | -10.3% | +1.1% |
| 6M | +8.2% | -0.9% | +9.1% | +14.8% |
| YTD | +40.7% | +0.2% | +40.6% | +45.3% |
| 1Y | +46.1% | +1.7% | +44.4% | +44.0% |
| All | +46.1% | +1.9% | +44.3% | +44.0% |
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