+28.0%
USHY vs ALLE
+49.7%
-21.7%
-4.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.7% | +0.7% | 0.0% |
| 7D | 0.0% | +2.8% | -2.8% | -0.2% |
| 30D | 0.0% | -7.6% | +7.6% | +0.7% |
| 3M | +1.2% | +22.8% | -21.6% | -0.9% |
| 6M | +2.6% | +4.6% | -2.0% | +2.1% |
| YTD | +2.4% | -1.2% | +3.7% | +2.3% |
| 1Y | +4.2% | -9.1% | +13.4% | +5.0% |
| 3Y | +28.0% | +50.0% | -22.0% | +19.9% |
| All | +28.0% | +49.7% | -21.7% | +19.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 2023-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded ALLE 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling