+25.3%
USHY vs RBA
+63.1%
-37.8%
-4.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.1% | -0.2% |
| 7D | -0.4% | +1.7% | -2.2% | -0.5% |
| 30D | +0.6% | +8.3% | -7.8% | +0.1% |
| 3M | -2.0% | +10.5% | -12.6% | -2.6% |
| 6M | -0.5% | -5.9% | +5.3% | -0.4% |
| YTD | +0.6% | -6.9% | +7.5% | +0.6% |
| 1Y | +2.1% | -4.9% | +7.0% | +1.9% |
| 3Y | +25.3% | +64.5% | -39.1% | +19.7% |
| All | +25.3% | +63.1% | -37.8% | +19.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling