+48.2%
USHY vs RACE
+276.3%
-228.1%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.5% | +2.1% | -0.1% |
| 7D | -0.3% | -4.0% | +3.7% | +0.2% |
| 30D | +0.3% | +3.5% | -3.3% | -0.2% |
| 3M | -1.7% | -0.4% | -1.3% | -1.7% |
| 6M | -0.4% | +23.2% | -23.5% | -3.4% |
| YTD | +0.7% | +11.0% | -10.3% | -1.3% |
| 1Y | +1.8% | -2.2% | +4.0% | +1.5% |
| 3Y | +25.3% | +22.5% | +2.8% | +18.4% |
| 5Y | +19.9% | +63.2% | -43.3% | +6.3% |
| All | +48.2% | +276.3% | -228.1% | +16.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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