-17.0%
TEAM vs USHY
+27.6%
-44.6%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.2% | +0.9% | +1.4% |
| 7D | -4.7% | -0.1% | -4.5% | -4.2% |
| 30D | +17.0% | 0.0% | +17.1% | +17.3% |
| 3M | +85.9% | +0.8% | +85.1% | +81.2% |
| 6M | +116.7% | +1.9% | +114.7% | +103.2% |
| YTD | +9.6% | +2.3% | +7.4% | +1.2% |
| 1Y | -2.5% | +4.1% | -6.7% | -16.1% |
| All | -17.0% | +27.6% | -44.6% | -60.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling