+50.4%
USHY vs MDY
+128.3%
-77.9%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.1% | +0.9% | +0.1% |
| 7D | -0.1% | -0.8% | +0.6% | +0.1% |
| 30D | 0.0% | -3.9% | +3.8% | +1.0% |
| 3M | +0.8% | 0.0% | +0.9% | +0.8% |
| 6M | +1.9% | +8.5% | -6.6% | -0.5% |
| YTD | +2.3% | +13.2% | -11.0% | -1.4% |
| 1Y | +4.1% | +15.0% | -10.9% | -0.1% |
| 3Y | +27.8% | +49.6% | -21.8% | +12.7% |
| 5Y | +21.5% | +46.0% | -24.5% | +6.7% |
| All | +50.4% | +128.3% | -77.9% | +12.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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