+9.0%
HWM vs USHY
+1.6%
+7.5%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | +0.6% |
| 7D | +11.1% | -0.3% | +11.4% | +12.0% |
| 30D | +3.0% | +0.3% | +2.7% | +2.2% |
| 3M | -20.7% | -1.7% | -19.0% | -16.6% |
| 6M | -17.2% | -0.4% | -16.8% | -17.0% |
| YTD | +9.1% | +0.7% | +8.3% | +5.6% |
| 1Y | +9.0% | +1.8% | +7.3% | +1.9% |
| All | +9.0% | +1.6% | +7.5% | +1.9% |
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 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