+295.5%
BNY vs USHY
+49.7%
+245.7%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -1.3% | -0.7% | -0.6% | -0.1% |
| 30D | -0.2% | -0.7% | +0.5% | +1.1% |
| 3M | +14.9% | +0.1% | +14.9% | +14.8% |
| 6M | +40.0% | +1.8% | +38.2% | +35.7% |
| YTD | +42.0% | +1.8% | +40.2% | +37.7% |
| 1Y | +56.9% | +3.3% | +53.6% | +48.2% |
| 3Y | +289.9% | +27.0% | +262.9% | +158.0% |
| 5Y | +259.2% | +21.0% | +238.2% | +163.3% |
| All | +295.5% | +49.7% | +245.7% | +112.9% |
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 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