+4.4%
USHY vs HRB
+1.1%
+3.3%
-2.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.0% | +4.0% | 0.0% |
| 7D | -0.1% | -5.7% | +5.5% | -0.2% |
| 30D | +0.1% | +7.9% | -7.8% | +0.1% |
| 3M | +0.8% | +32.1% | -31.3% | +1.0% |
| 6M | +1.7% | +62.2% | -60.5% | +2.1% |
| YTD | +2.5% | +16.4% | -13.9% | +3.1% |
| 1Y | +4.4% | -0.3% | +4.7% | +5.1% |
| All | +4.4% | +1.1% | +3.3% | +5.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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