+21.0%
USHY vs BLDR
+7.7%
+13.3%
-15.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.9% | +3.4% | -0.2% |
| 7D | -0.7% | -8.1% | +7.4% | -0.1% |
| 30D | -0.5% | -21.5% | +20.9% | +1.4% |
| 3M | +0.5% | -21.0% | +21.5% | +2.1% |
| 6M | +1.5% | -37.1% | +38.6% | +4.9% |
| YTD | +1.7% | -42.7% | +44.4% | +5.7% |
| 1Y | +3.5% | -58.0% | +61.5% | +10.6% |
| 3Y | +27.2% | -57.8% | +85.0% | +32.1% |
| 5Y | +21.0% | +10.3% | +10.7% | +9.7% |
| All | +21.0% | +7.7% | +13.3% | +9.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 BLDR 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