+50.4%
USHY vs INDA
+54.4%
-4.0%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.7% | 0.0% |
| 7D | -0.1% | -2.6% | +2.5% | +0.4% |
| 30D | 0.0% | -2.9% | +2.9% | +0.5% |
| 3M | +0.8% | +2.4% | -1.5% | +0.3% |
| 6M | +1.9% | -2.6% | +4.5% | +2.3% |
| YTD | +2.3% | -10.0% | +12.2% | +4.3% |
| 1Y | +4.1% | -7.7% | +11.8% | +5.6% |
| 3Y | +27.8% | +8.9% | +18.9% | +24.6% |
| 5Y | +21.5% | +6.0% | +15.5% | +18.6% |
| All | +50.4% | +54.4% | -4.0% | +30.8% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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