+50.7%
USHY vs BLDR
+254.2%
-203.5%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.9% | +4.9% | +0.4% |
| 7D | 0.0% | -0.3% | +0.4% | 0.0% |
| 30D | 0.0% | -16.2% | +16.2% | +1.4% |
| 3M | +1.2% | -14.4% | +15.6% | +2.1% |
| 6M | +2.6% | -32.8% | +35.4% | +5.5% |
| YTD | +2.4% | -39.2% | +41.6% | +6.0% |
| 1Y | +4.2% | -57.7% | +61.9% | +11.1% |
| 3Y | +28.0% | -55.3% | +83.3% | +33.2% |
| 5Y | +21.8% | +15.6% | +6.2% | +13.6% |
| All | +50.7% | +254.2% | -203.5% | +21.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling