+439.2%
RVMD vs USHY
+4.6%
+434.6%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.3% |
| 7D | +1.0% | -0.1% | +1.2% | +1.6% |
| 30D | +6.4% | +0.1% | +6.4% | +5.9% |
| 3M | +34.9% | +0.8% | +34.1% | +30.0% |
| 6M | +107.6% | +1.7% | +105.8% | +93.2% |
| YTD | +163.7% | +2.5% | +161.2% | +136.7% |
| 1Y | +439.2% | +4.4% | +434.8% | +330.1% |
| All | +439.2% | +4.6% | +434.6% | +330.1% |
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