+1.7%
USHY vs BTG
+24.4%
-22.6%
-3.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +8.7% | -8.0% | +0.5% |
| 7D | -0.2% | -0.2% | 0.0% | -0.2% |
| 30D | +0.7% | -0.8% | +1.5% | +0.7% |
| 3M | -2.2% | +31.8% | -34.0% | -2.9% |
| 6M | -0.9% | +20.4% | -21.3% | -1.4% |
| YTD | +0.2% | +14.7% | -14.6% | -0.5% |
| 1Y | +1.7% | +29.4% | -27.6% | +0.7% |
| All | +1.7% | +24.4% | -22.6% | +0.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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