+20.7%
USHY vs FRSH
-72.5%
+93.2%
-15.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.1% | 0.0% |
| 7D | -0.7% | -6.6% | +5.9% | -0.3% |
| 30D | -0.7% | +2.1% | -2.8% | -0.8% |
| 3M | +0.1% | +29.0% | -28.9% | -1.4% |
| 6M | +1.8% | +48.6% | -46.8% | -0.6% |
| YTD | +1.8% | -2.9% | +4.7% | +1.5% |
| 1Y | +3.3% | -7.9% | +11.2% | +3.2% |
| 3Y | +27.0% | -46.5% | +73.5% | +29.5% |
| All | +20.7% | -72.5% | +93.2% | +19.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FRSH.
Daily Out/Under-Performance
Portfolio return minus FRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRSH 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 FRSH 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