+19.6%
USHY vs AHR
+356.1%
-336.5%
-4.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | +0.1% |
| 7D | -0.7% | -2.1% | +1.4% | -0.6% |
| 30D | -0.7% | +1.9% | -2.6% | -0.8% |
| 3M | +0.1% | +15.7% | -15.6% | -1.0% |
| 6M | +1.8% | +2.5% | -0.7% | +1.5% |
| YTD | +1.8% | +15.0% | -13.2% | +0.6% |
| 1Y | +3.3% | +28.1% | -24.8% | +1.1% |
| All | +19.6% | +356.1% | -336.5% | +7.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 5y: compounded portfolio wealth divided by compounded AHR 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…
5y analysis · Full analysis span regression · 6 months rolling