+49.7%
USHY vs IBN
+239.9%
-190.1%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.9% | -1.8% | -0.2% |
| 7D | -0.7% | -3.0% | +2.3% | -0.3% |
| 30D | -0.7% | -1.5% | +0.8% | -0.5% |
| 3M | +0.1% | +7.9% | -7.9% | -0.9% |
| 6M | +1.8% | +8.6% | -6.9% | +0.6% |
| YTD | +1.8% | -0.6% | +2.3% | +1.6% |
| 1Y | +3.3% | -7.3% | +10.6% | +3.9% |
| 3Y | +27.0% | +26.2% | +0.8% | +22.3% |
| 5Y | +21.0% | +57.8% | -36.8% | +12.6% |
| All | +49.7% | +239.9% | -190.1% | +25.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 10y: compounded portfolio wealth divided by compounded IBN 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…
10y analysis · Full analysis span regression · 6 months rolling