+49.7%
USHY vs BUD
-23.2%
+72.8%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.4% |
| 7D | -0.7% | -3.2% | +2.5% | -0.4% |
| 30D | -0.5% | -3.7% | +3.1% | -0.1% |
| 3M | +0.5% | -4.4% | +5.0% | +0.9% |
| 6M | +1.5% | +7.7% | -6.2% | +0.4% |
| YTD | +1.7% | +23.1% | -21.3% | -1.0% |
| 1Y | +3.5% | +33.6% | -30.1% | -0.3% |
| 3Y | +27.2% | +44.7% | -17.6% | +20.3% |
| 5Y | +21.0% | +44.9% | -23.9% | +13.4% |
| All | +49.7% | -23.2% | +72.8% | +42.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 10y: compounded portfolio wealth divided by compounded BUD 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…
10y analysis · Full analysis span regression · 6 months rolling