+19.5%
USHY vs AHR
+360.2%
-340.6%
-4.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.5% | -1.0% | -0.5% |
| 7D | -0.7% | -3.0% | +2.3% | -0.6% |
| 30D | -0.5% | +2.6% | -3.1% | -0.7% |
| 3M | +0.5% | +16.0% | -15.5% | -0.5% |
| 6M | +1.5% | +3.1% | -1.6% | +1.2% |
| YTD | +1.7% | +16.0% | -14.3% | +0.5% |
| 1Y | +3.5% | +28.0% | -24.4% | +1.4% |
| All | +19.5% | +360.2% | -340.6% | +6.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling