+2.1%
USHY vs BUD
+33.8%
-31.6%
-2.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.3% | -0.2% |
| 7D | -0.4% | +1.0% | -1.4% | -0.5% |
| 30D | +0.6% | +6.7% | -6.1% | +0.3% |
| 3M | -2.0% | +5.7% | -7.7% | -2.3% |
| 6M | -0.5% | +5.8% | -6.4% | -0.9% |
| YTD | +0.6% | +34.4% | -33.8% | -1.0% |
| 1Y | +2.1% | +33.3% | -31.1% | +0.5% |
| All | +2.1% | +33.8% | -31.6% | +0.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling