+49.7%
USHY vs IBN
+233.6%
-183.9%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.4% |
| 7D | -0.7% | -5.5% | +4.7% | -0.1% |
| 30D | -0.5% | -3.4% | +2.9% | -0.1% |
| 3M | +0.5% | +8.7% | -8.2% | -0.5% |
| 6M | +1.5% | +3.7% | -2.2% | +0.9% |
| YTD | +1.7% | -2.4% | +4.1% | +1.8% |
| 1Y | +3.5% | -8.1% | +11.6% | +4.3% |
| 3Y | +27.2% | +26.3% | +0.8% | +22.4% |
| 5Y | +21.0% | +54.9% | -33.9% | +12.8% |
| All | +49.7% | +233.6% | -183.9% | +26.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling