+84.4%
PL vs USHY
+4.0%
+80.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.7% | -1.5% |
| 7D | -7.5% | 0.0% | -7.6% | -7.7% |
| 30D | -25.6% | 0.0% | -25.6% | -25.4% |
| 3M | -45.6% | +1.2% | -46.8% | -49.0% |
| 6M | -29.5% | +2.6% | -32.2% | -36.3% |
| YTD | -9.7% | +2.4% | -12.1% | -16.4% |
| 1Y | +84.4% | +4.2% | +80.1% | +52.1% |
| All | +84.4% | +4.0% | +80.3% | +52.1% |
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