+183.9%
KMI vs USHY
+50.4%
+133.5%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.6% | -1.5% |
| 7D | -1.8% | -0.1% | -1.6% | -1.5% |
| 30D | +0.1% | 0.0% | +0.1% | +0.1% |
| 3M | +1.2% | +0.8% | +0.3% | -0.3% |
| 6M | -3.9% | +1.9% | -5.8% | -7.1% |
| YTD | +17.5% | +2.3% | +15.3% | +13.0% |
| 1Y | +22.6% | +4.1% | +18.5% | +14.4% |
| 3Y | +116.3% | +27.8% | +88.5% | +44.7% |
| 5Y | +157.6% | +21.5% | +136.1% | +91.3% |
| All | +183.9% | +50.4% | +133.5% | +51.4% |
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