+49.2%
USHY vs NTR
+98.7%
-49.5%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.5% | +2.0% | -0.3% |
| 7D | -0.7% | -2.5% | +1.7% | -0.5% |
| 30D | -0.5% | +17.0% | -17.6% | -1.9% |
| 3M | +0.5% | +22.2% | -21.7% | -1.3% |
| 6M | +1.5% | +5.2% | -3.7% | +0.8% |
| YTD | +1.7% | +29.7% | -27.9% | -1.1% |
| 1Y | +3.5% | +39.4% | -35.8% | -0.2% |
| 3Y | +27.2% | +38.2% | -11.0% | +21.9% |
| 5Y | +21.0% | +47.6% | -26.6% | +11.9% |
| All | +49.2% | +98.7% | -49.5% | +25.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 NTR 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