+1.7%
USHY vs ADVB
-76.7%
+78.4%
-3.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.5% | +5.2% | +0.7% |
| 7D | -0.2% | -29.5% | +29.3% | -0.2% |
| 30D | +0.7% | -66.9% | +67.6% | +0.6% |
| 3M | -2.2% | -73.7% | +71.5% | -2.3% |
| 6M | -0.9% | -64.8% | +63.9% | -1.1% |
| YTD | +0.2% | -64.0% | +64.2% | -0.2% |
| 1Y | +1.7% | -77.0% | +78.7% | +1.6% |
| All | +1.7% | -76.7% | +78.4% | +1.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ADVB.
Daily Out/Under-Performance
Portfolio return minus ADVB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADVB 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 1y: compounded portfolio wealth divided by compounded ADVB 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…
1y analysis · Full analysis span regression · 6 months rolling