+17.5%
P vs USHY
+1.9%
+15.7%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.7% | -5.7% | -8.3% |
| 7D | -19.4% | -0.2% | -19.2% | -18.2% |
| 30D | -22.3% | +0.7% | -23.0% | -24.0% |
| 3M | +33.2% | -2.2% | +35.4% | +49.6% |
| 6M | +53.6% | -0.9% | +54.5% | +61.9% |
| YTD | +66.8% | +0.2% | +66.6% | +71.6% |
| 1Y | +17.5% | +1.7% | +15.8% | +12.1% |
| All | +17.5% | +1.9% | +15.7% | +12.1% |
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