+20.7%
USHY vs CPAY
+55.3%
-34.6%
-15.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.1% | 0.0% |
| 7D | -0.7% | -2.0% | +1.3% | -0.5% |
| 30D | -0.7% | -0.4% | -0.3% | -0.7% |
| 3M | +0.1% | +16.4% | -16.3% | -1.7% |
| 6M | +1.8% | +23.5% | -21.7% | -0.9% |
| YTD | +1.8% | +35.7% | -33.9% | -2.4% |
| 1Y | +3.3% | +30.2% | -26.9% | -0.6% |
| 3Y | +27.0% | +49.7% | -22.8% | +17.6% |
| All | +20.7% | +55.3% | -34.6% | +7.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CPAY.
Daily Out/Under-Performance
Portfolio return minus CPAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPAY 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 5y: compounded portfolio wealth divided by compounded CPAY 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…
5y analysis · Full analysis span regression · 6 months rolling