+20.7%
USHY vs FHN
+88.4%
-67.8%
-15.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.1% |
| 7D | -0.7% | -1.2% | +0.5% | -0.6% |
| 30D | -0.7% | -4.8% | +4.1% | -0.4% |
| 3M | +0.1% | -0.7% | +0.8% | +0.1% |
| 6M | +1.8% | +10.6% | -8.8% | +1.2% |
| YTD | +1.8% | +4.6% | -2.8% | +1.4% |
| 1Y | +3.3% | +11.4% | -8.1% | +2.5% |
| 3Y | +27.0% | +132.3% | -105.3% | +21.1% |
| All | +20.7% | +88.4% | -67.8% | +15.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FHN.
Daily Out/Under-Performance
Portfolio return minus FHN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FHN 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 FHN 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