+268.2%
TEAM vs USHY
+50.7%
+217.5%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | 0.0% | -6.9% | -6.9% |
| 7D | -5.7% | 0.0% | -5.7% | -5.7% |
| 30D | +18.3% | 0.0% | +18.4% | +18.5% |
| 3M | +80.2% | +1.2% | +79.1% | +75.9% |
| 6M | +111.0% | +2.6% | +108.4% | +99.1% |
| YTD | +8.8% | +2.4% | +6.4% | +2.9% |
| 1Y | +2.2% | +4.2% | -2.1% | -7.2% |
| 3Y | -14.6% | +28.0% | -42.6% | -49.2% |
| 5Y | -53.8% | +21.8% | -75.6% | -69.2% |
| All | +268.2% | +50.7% | +217.5% | +78.0% |
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