+49.7%
USHY vs CNI
+77.7%
-28.0%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.1% |
| 7D | -0.7% | -0.4% | -0.3% | -0.6% |
| 30D | -0.7% | -2.7% | +2.0% | -0.2% |
| 3M | +0.1% | +3.9% | -3.9% | -0.7% |
| 6M | +1.8% | +16.4% | -14.6% | -1.2% |
| YTD | +1.8% | +25.8% | -24.0% | -2.7% |
| 1Y | +3.3% | +32.4% | -29.1% | -2.3% |
| 3Y | +27.0% | +19.1% | +7.9% | +21.5% |
| 5Y | +21.0% | +13.6% | +7.5% | +15.9% |
| All | +49.7% | +77.7% | -28.0% | +28.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CNI.
Daily Out/Under-Performance
Portfolio return minus CNI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNI 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 CNI 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