+21.0%
USHY vs FND
-62.8%
+83.8%
-15.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.5% | +1.0% | -0.4% |
| 7D | -0.7% | -5.1% | +4.3% | -0.3% |
| 30D | -0.5% | -22.5% | +22.0% | +1.6% |
| 3M | +0.5% | -5.0% | +5.5% | +0.6% |
| 6M | +1.5% | -21.5% | +23.0% | +3.0% |
| YTD | +1.7% | -23.0% | +24.8% | +3.2% |
| 1Y | +3.5% | -44.9% | +48.4% | +8.2% |
| 3Y | +27.2% | -50.0% | +77.1% | +31.4% |
| 5Y | +21.0% | -63.3% | +84.3% | +22.8% |
| All | +21.0% | -62.8% | +83.8% | +22.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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