+48.2%
USHY vs AMBA
+15.0%
+33.3%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +5.3% | -5.0% | 0.0% |
| 7D | +0.8% | 0.0% | +0.8% | +0.7% |
| 30D | +0.2% | -8.6% | +8.8% | +0.7% |
| 3M | -1.7% | -29.0% | +27.3% | +0.1% |
| 6M | -0.6% | -19.2% | +18.6% | -0.6% |
| YTD | +0.8% | -13.0% | +13.8% | 0.0% |
| 1Y | +2.1% | -31.3% | +33.4% | +2.6% |
| 3Y | +26.0% | +28.1% | -2.2% | +18.7% |
| 5Y | +19.2% | -69.4% | +88.7% | +19.4% |
| All | +48.2% | +15.0% | +33.3% | +29.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 10y: compounded portfolio wealth divided by compounded AMBA 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…
10y analysis · Full analysis span regression · 6 months rolling