+1,959.4%
THC vs USHY
+50.7%
+1,908.7%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.7% |
| 7D | -0.7% | -0.1% | -0.5% | -0.3% |
| 30D | +1.3% | +0.1% | +1.2% | +1.0% |
| 3M | +64.2% | +0.8% | +63.4% | +60.6% |
| 6M | +8.3% | +1.7% | +6.5% | +3.2% |
| YTD | +33.4% | +2.5% | +30.9% | +24.4% |
| 1Y | +37.7% | +4.4% | +33.3% | +21.9% |
| 3Y | +236.8% | +27.4% | +209.4% | +72.6% |
| 5Y | +249.3% | +21.7% | +227.5% | +113.4% |
| All | +1,959.4% | +50.7% | +1,908.7% | +716.5% |
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 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