+20.7%
USHY vs HRB
+114.1%
-93.4%
-15.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | 0.0% |
| 7D | -0.7% | -8.0% | +7.3% | -0.3% |
| 30D | -0.7% | -16.0% | +15.3% | +0.1% |
| 3M | +0.1% | +26.9% | -26.8% | -1.3% |
| 6M | +1.8% | +51.1% | -49.3% | -0.7% |
| YTD | +1.8% | +7.1% | -5.3% | +1.5% |
| 1Y | +3.3% | -9.6% | +12.9% | +4.2% |
| 3Y | +27.0% | +25.4% | +1.6% | +23.7% |
| All | +20.7% | +114.1% | -93.4% | +14.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling