+49.7%
USHY vs HRB
+145.0%
-95.3%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.5% |
| 7D | -0.7% | -12.2% | +11.4% | +0.2% |
| 30D | -0.5% | -3.0% | +2.4% | -0.5% |
| 3M | +0.5% | +21.7% | -21.2% | -1.3% |
| 6M | +1.5% | +52.3% | -50.8% | -2.4% |
| YTD | +1.7% | +6.5% | -4.7% | +0.8% |
| 1Y | +3.5% | -6.7% | +10.2% | +3.7% |
| 3Y | +27.2% | +25.1% | +2.0% | +22.8% |
| 5Y | +21.0% | +113.8% | -92.8% | +10.1% |
| All | +49.7% | +145.0% | -95.3% | +28.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling