+479.4%
ASX vs USHY
+21.5%
+457.9%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.2% | +3.7% | +4.0% |
| 7D | +11.1% | -0.1% | +11.2% | +11.5% |
| 30D | +9.6% | 0.0% | +9.7% | +9.7% |
| 3M | +18.6% | +0.8% | +17.8% | +16.5% |
| 6M | +92.1% | +1.9% | +90.2% | +85.0% |
| YTD | +158.5% | +2.3% | +156.2% | +147.2% |
| 1Y | +271.9% | +4.1% | +267.7% | +240.6% |
| 3Y | +465.2% | +27.8% | +437.5% | +233.7% |
| 5Y | +479.4% | +21.5% | +457.9% | +364.9% |
| All | +479.4% | +21.5% | +457.9% | +364.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling