+26.9%
USHY vs BIDU
-34.9%
+61.9%
-4.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.6% | +1.1% | -0.4% |
| 7D | -0.7% | -5.2% | +4.5% | -0.6% |
| 30D | -0.5% | -14.5% | +13.9% | -0.1% |
| 3M | +0.5% | -22.9% | +23.4% | +1.3% |
| 6M | +1.5% | -27.8% | +29.3% | +2.4% |
| YTD | +1.7% | -30.7% | +32.4% | +2.6% |
| 1Y | +3.5% | -15.8% | +19.4% | +3.5% |
| All | +26.9% | -34.9% | +61.9% | +28.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 BIDU 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