+807.4%
ASX vs USHY
+50.7%
+756.7%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.3% |
| 7D | -0.7% | -0.1% | -0.6% | -0.5% |
| 30D | +2.0% | +0.1% | +1.9% | +1.8% |
| 3M | -1.3% | +0.8% | -2.2% | -2.6% |
| 6M | +71.4% | +1.7% | +69.7% | +66.9% |
| YTD | +135.3% | +2.5% | +132.9% | +125.9% |
| 1Y | +267.5% | +4.4% | +263.1% | +240.0% |
| 3Y | +388.5% | +27.4% | +361.1% | +213.2% |
| 5Y | +417.1% | +21.7% | +395.4% | +267.7% |
| All | +807.4% | +50.7% | +756.7% | +399.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling