+50.4%
USHY vs RACE
+273.4%
-222.9%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.7% | -0.1% |
| 7D | -0.1% | -2.6% | +2.5% | +0.2% |
| 30D | 0.0% | -1.1% | +1.0% | +0.1% |
| 3M | +0.8% | +12.5% | -11.7% | -0.9% |
| 6M | +1.9% | +17.4% | -15.5% | -0.6% |
| YTD | +2.3% | +10.1% | -7.9% | +0.4% |
| 1Y | +4.1% | -15.1% | +19.3% | +5.8% |
| 3Y | +27.8% | +38.9% | -11.1% | +18.2% |
| 5Y | +21.5% | +90.7% | -69.2% | +5.3% |
| All | +50.4% | +273.4% | -222.9% | +18.2% |
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