+21.5%
USHY vs BAH
-3.7%
+25.2%
-15.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.3% | -0.2% |
| 7D | -0.1% | -1.3% | +1.2% | -0.1% |
| 30D | 0.0% | -6.6% | +6.6% | +0.2% |
| 3M | +0.8% | -7.2% | +8.0% | +1.1% |
| 6M | +1.9% | -10.0% | +11.9% | +2.3% |
| YTD | +2.3% | -12.5% | +14.7% | +2.5% |
| 1Y | +4.1% | -27.9% | +32.1% | +5.5% |
| 3Y | +27.8% | -31.4% | +59.2% | +27.4% |
| 5Y | +21.5% | -3.2% | +24.7% | +16.3% |
| All | +21.5% | -3.7% | +25.2% | +16.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BAH.
Daily Out/Under-Performance
Portfolio return minus BAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAH 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 BAH 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