+4.2%
USHY vs FGI
+93.1%
-88.9%
-2.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.9% | -1.9% | 0.0% |
| 7D | 0.0% | +5.2% | -5.1% | 0.0% |
| 30D | 0.0% | +65.2% | -65.2% | -0.2% |
| 3M | +1.2% | +30.2% | -29.0% | +1.0% |
| 6M | +2.6% | +87.8% | -85.2% | +2.4% |
| YTD | +2.4% | +32.5% | -30.0% | +2.2% |
| 1Y | +4.2% | +93.6% | -89.4% | +4.1% |
| All | +4.2% | +93.1% | -88.9% | +4.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 1y: compounded portfolio wealth divided by compounded FGI 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…
1y analysis · Full analysis span regression · 6 months rolling