+3,008.9%
STX vs USHY
+50.7%
+2,958.2%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | 0.0% | +6.4% | +6.4% |
| 7D | +2.4% | -0.1% | +2.5% | +2.6% |
| 30D | +1.4% | +0.1% | +1.3% | +1.2% |
| 3M | -8.2% | +0.8% | -9.0% | -9.6% |
| 6M | +127.0% | +1.7% | +125.3% | +120.7% |
| YTD | +209.1% | +2.5% | +206.7% | +196.6% |
| 1Y | +365.4% | +4.4% | +361.0% | +331.3% |
| 3Y | +1,135.4% | +27.4% | +1,108.0% | +698.4% |
| 5Y | +991.5% | +21.7% | +969.8% | +682.2% |
| All | +3,008.9% | +50.7% | +2,958.2% | +1,449.9% |
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