+4.4%
USHY vs BNS
+50.5%
-46.1%
-2.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.2% | +1.1% | +0.1% |
| 7D | -0.1% | +1.5% | -1.7% | -0.3% |
| 30D | +0.1% | +6.0% | -5.9% | -0.4% |
| 3M | +0.8% | +16.3% | -15.5% | -0.8% |
| 6M | +1.7% | +27.3% | -25.6% | -1.3% |
| YTD | +2.5% | +28.5% | -26.0% | -0.7% |
| 1Y | +4.4% | +49.0% | -44.6% | 0.0% |
| All | +4.4% | +50.5% | -46.1% | 0.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 1y: compounded portfolio wealth divided by compounded BNS 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…
1y analysis · Full analysis span regression · 6 months rolling