+50.7%
USHY vs BUD
-20.5%
+71.2%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | 0.0% |
| 7D | -0.1% | +0.3% | -0.4% | -0.2% |
| 30D | +0.1% | -5.7% | +5.8% | +0.7% |
| 3M | +0.8% | +3.1% | -2.3% | +0.4% |
| 6M | +1.7% | +7.9% | -6.1% | +0.6% |
| YTD | +2.5% | +27.3% | -24.9% | -0.6% |
| 1Y | +4.4% | +37.8% | -33.4% | +0.2% |
| 3Y | +27.4% | +49.8% | -22.5% | +20.1% |
| 5Y | +21.7% | +43.8% | -22.1% | +14.3% |
| All | +50.7% | -20.5% | +71.2% | +42.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling