+50.7%
USHY vs DOC
+30.0%
+20.7%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.8% | +1.8% | +0.2% |
| 7D | -0.1% | -1.5% | +1.4% | +0.1% |
| 30D | +0.1% | -4.8% | +4.9% | +0.8% |
| 3M | +0.8% | +6.9% | -6.1% | -0.3% |
| 6M | +1.7% | +20.7% | -19.0% | -1.4% |
| YTD | +2.5% | +34.1% | -31.7% | -2.4% |
| 1Y | +4.4% | +22.6% | -18.2% | +0.7% |
| 3Y | +27.4% | +20.8% | +6.5% | +21.9% |
| 5Y | +21.7% | -24.9% | +46.6% | +24.7% |
| All | +50.7% | +30.0% | +20.7% | +43.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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