+114.6%
UNH vs USHY
+49.7%
+64.9%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -0.6% |
| 7D | -3.2% | -0.7% | -2.4% | -2.2% |
| 30D | -3.5% | -0.5% | -2.9% | -2.8% |
| 3M | -4.2% | +0.5% | -4.7% | -4.8% |
| 6M | +38.3% | +1.5% | +36.8% | +35.7% |
| YTD | +19.2% | +1.7% | +17.5% | +16.6% |
| 1Y | +15.0% | +3.5% | +11.4% | +10.1% |
| 3Y | -14.5% | +27.2% | -41.7% | -38.1% |
| 5Y | +4.6% | +21.0% | -16.4% | -16.7% |
| All | +114.6% | +49.7% | +64.9% | +20.8% |
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