+46.2%
RBRK vs USHY
+1.4%
+44.8%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.1% | -0.3% | -10.8% | -9.9% |
| 7D | -20.9% | -0.5% | -20.3% | -18.8% |
| 30D | -15.9% | -0.1% | -15.9% | -15.1% |
| 3M | +24.7% | -2.5% | +27.2% | +37.3% |
| 6M | +85.1% | -1.3% | +86.4% | +95.5% |
| YTD | +38.3% | -0.2% | +38.4% | +37.7% |
| 1Y | +46.2% | +1.3% | +44.8% | +30.5% |
| All | +46.2% | +1.4% | +44.8% | +30.5% |
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