+49.7%
USHY vs ARWR
+2,109.3%
-2,059.6%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | 0.0% |
| 7D | -0.7% | -4.0% | +3.4% | -0.5% |
| 30D | -0.7% | -5.0% | +4.4% | -0.5% |
| 3M | +0.1% | +11.3% | -11.3% | -0.5% |
| 6M | +1.8% | +42.6% | -40.8% | 0.0% |
| YTD | +1.8% | +24.8% | -23.0% | +0.5% |
| 1Y | +3.3% | +178.8% | -175.5% | -1.8% |
| 3Y | +27.0% | +183.3% | -156.4% | +18.2% |
| 5Y | +21.0% | +29.5% | -8.5% | +14.4% |
| All | +49.7% | +2,109.3% | -2,059.6% | +31.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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