+49.7%
USHY vs RBA
+231.8%
-182.1%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.5% | -0.4% |
| 7D | -0.7% | -3.3% | +2.5% | -0.4% |
| 30D | -0.5% | -9.8% | +9.2% | +0.5% |
| 3M | +0.5% | -23.5% | +24.0% | +3.0% |
| 6M | +1.5% | -21.5% | +23.0% | +3.6% |
| YTD | +1.7% | -21.2% | +22.9% | +3.6% |
| 1Y | +3.5% | -30.2% | +33.8% | +6.8% |
| 3Y | +27.2% | +25.3% | +1.8% | +21.9% |
| 5Y | +21.0% | +35.1% | -14.1% | +13.6% |
| All | +49.7% | +231.8% | -182.1% | +22.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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