+48.2%
USHY vs BUD
-17.0%
+65.2%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.4% |
| 7D | -0.3% | -1.6% | +1.3% | -0.1% |
| 30D | +0.3% | +6.7% | -6.4% | -0.5% |
| 3M | -1.7% | +5.9% | -7.6% | -2.4% |
| 6M | -0.4% | +5.1% | -5.5% | -1.1% |
| YTD | +0.7% | +32.9% | -32.2% | -2.9% |
| 1Y | +1.8% | +31.8% | -30.0% | -1.8% |
| 3Y | +25.3% | +47.4% | -22.1% | +18.4% |
| 5Y | +19.9% | +50.8% | -30.9% | +11.9% |
| All | +48.2% | -17.0% | +65.2% | +39.4% |
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