+21.5%
USHY vs IBB
+20.0%
+1.5%
-15.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.7% | 0.0% |
| 7D | -0.1% | -3.9% | +3.8% | +0.6% |
| 30D | 0.0% | +2.7% | -2.8% | -0.7% |
| 3M | +0.8% | +21.4% | -20.5% | -3.2% |
| 6M | +1.9% | +20.1% | -18.1% | -2.1% |
| YTD | +2.3% | +21.9% | -19.6% | -2.2% |
| 1Y | +4.1% | +44.1% | -40.0% | -4.1% |
| 3Y | +27.8% | +63.4% | -35.6% | +12.9% |
| 5Y | +21.5% | +19.8% | +1.7% | +8.2% |
| All | +21.5% | +20.0% | +1.5% | +8.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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