+21.5%
USHY vs DAR
-8.0%
+29.5%
-15.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.6% | -0.8% | -0.2% |
| 7D | -0.1% | -0.2% | 0.0% | -0.1% |
| 30D | 0.0% | +7.4% | -7.5% | -0.6% |
| 3M | +0.8% | +15.7% | -14.8% | -0.2% |
| 6M | +1.9% | +30.0% | -28.1% | -0.1% |
| YTD | +2.3% | +87.5% | -85.3% | -2.4% |
| 1Y | +4.1% | +113.4% | -109.2% | -1.7% |
| 3Y | +27.8% | +15.3% | +12.5% | +25.8% |
| 5Y | +21.5% | -4.3% | +25.8% | +20.6% |
| All | +21.5% | -8.0% | +29.5% | +20.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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