+12.6%
HAS vs USHY
+21.9%
-9.3%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | 0.0% | -2.4% | -2.3% |
| 7D | -3.1% | 0.0% | -3.1% | -3.1% |
| 30D | -2.7% | 0.0% | -2.7% | -2.7% |
| 3M | +8.9% | +1.2% | +7.8% | +6.7% |
| 6M | -2.9% | +2.6% | -5.5% | -7.4% |
| YTD | +12.6% | +2.4% | +10.2% | +7.8% |
| 1Y | +17.5% | +4.2% | +13.2% | +9.1% |
| 3Y | +46.2% | +28.0% | +18.2% | -0.6% |
| 5Y | +12.6% | +21.8% | -9.2% | -11.9% |
| All | +12.6% | +21.9% | -9.3% | -11.9% |
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