+24.9%
USHY vs AMBA
+16.7%
+8.2%
-4.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +6.1% | -6.1% | -0.2% |
| 7D | -0.3% | -7.2% | +7.0% | 0.0% |
| 30D | 0.0% | -10.4% | +10.4% | +0.3% |
| 3M | -1.8% | -30.1% | +28.3% | -0.8% |
| 6M | -1.0% | -22.4% | +21.4% | -0.9% |
| YTD | +0.5% | -17.3% | +17.8% | +0.1% |
| 1Y | +1.9% | -35.4% | +37.3% | +2.4% |
| 3Y | +24.9% | +18.6% | +6.3% | +19.5% |
| All | +24.9% | +16.7% | +8.2% | +19.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling