+50.7%
USHY vs IBB
+106.8%
-56.1%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | +0.1% |
| 7D | -0.1% | +1.4% | -1.6% | -0.4% |
| 30D | +0.1% | +10.5% | -10.4% | -1.9% |
| 3M | +0.8% | +23.6% | -22.8% | -3.5% |
| 6M | +1.7% | +22.6% | -20.9% | -2.6% |
| YTD | +2.5% | +25.7% | -23.2% | -2.4% |
| 1Y | +4.4% | +51.4% | -47.0% | -4.4% |
| 3Y | +27.4% | +64.4% | -37.0% | +13.6% |
| 5Y | +21.7% | +22.1% | -0.4% | +13.8% |
| All | +50.7% | +106.8% | -56.1% | +24.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling