+19.9%
USHY vs AMBA
-69.7%
+89.6%
-15.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.5% | +1.4% | 0.0% |
| 7D | -0.4% | +2.7% | -3.1% | -0.6% |
| 30D | +0.6% | -2.2% | +2.8% | +0.6% |
| 3M | -2.0% | -26.6% | +24.6% | -0.5% |
| 6M | -0.5% | -26.8% | +26.2% | +0.1% |
| YTD | +0.6% | -15.1% | +15.7% | -0.1% |
| 1Y | +2.1% | -32.3% | +34.4% | +2.8% |
| 3Y | +25.3% | +19.8% | +5.5% | +17.9% |
| All | +19.9% | -69.7% | +89.6% | +17.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling