+71.0%
UBER vs USHY
+42.3%
+28.7%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.2% | -2.6% | -2.3% |
| 7D | -7.0% | -0.1% | -6.9% | -6.7% |
| 30D | -8.9% | 0.0% | -8.9% | -8.8% |
| 3M | +1.0% | +0.8% | +0.1% | -1.0% |
| 6M | -3.7% | +1.9% | -5.7% | -7.8% |
| YTD | -13.0% | +2.3% | -15.3% | -17.4% |
| 1Y | -25.5% | +4.1% | -29.7% | -32.3% |
| 3Y | +50.5% | +27.8% | +22.7% | -14.0% |
| 5Y | +76.2% | +21.5% | +54.7% | +17.1% |
| All | +71.0% | +42.3% | +28.7% | -5.4% |
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