+50.4%
USHY vs FND
+24.2%
+26.2%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.7% | +0.5% | -0.1% |
| 7D | -0.1% | -0.8% | +0.6% | -0.1% |
| 30D | 0.0% | -19.6% | +19.5% | +1.8% |
| 3M | +0.8% | -4.3% | +5.2% | +0.9% |
| 6M | +1.9% | -20.4% | +22.4% | +3.3% |
| YTD | +2.3% | -21.9% | +24.1% | +3.6% |
| 1Y | +4.1% | -45.2% | +49.3% | +8.8% |
| 3Y | +27.8% | -49.2% | +77.0% | +32.1% |
| 5Y | +21.5% | -61.8% | +83.3% | +25.8% |
| All | +50.4% | +24.2% | +26.2% | +35.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling