+48.0%
USHY vs RBA
+292.0%
-244.0%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.1% | -0.2% |
| 7D | -0.4% | +1.7% | -2.2% | -0.6% |
| 30D | +0.6% | +8.3% | -7.8% | -0.3% |
| 3M | -2.0% | +10.5% | -12.6% | -3.1% |
| 6M | -0.5% | -5.9% | +5.3% | -0.3% |
| YTD | +0.6% | -6.9% | +7.5% | +0.7% |
| 1Y | +2.1% | -4.9% | +7.0% | +2.0% |
| 3Y | +25.3% | +64.5% | -39.1% | +16.8% |
| 5Y | +19.7% | +46.1% | -26.3% | +11.9% |
| All | +48.0% | +292.0% | -244.0% | +18.7% |
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