+50.7%
USHY vs AMBA
+18.4%
+32.3%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -1.0% | -0.1% |
| 7D | 0.0% | -6.4% | +6.4% | +0.4% |
| 30D | 0.0% | -26.8% | +26.8% | +1.8% |
| 3M | +1.2% | -7.6% | +8.8% | +1.0% |
| 6M | +2.6% | +21.2% | -18.6% | +0.2% |
| YTD | +2.4% | -10.4% | +12.8% | +1.7% |
| 1Y | +4.2% | -24.4% | +28.7% | +4.1% |
| 3Y | +28.0% | +6.0% | +22.0% | +22.5% |
| 5Y | +21.8% | -53.9% | +75.7% | +18.9% |
| All | +50.7% | +18.4% | +32.3% | +32.1% |
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