+21.5%
USHY vs RBA
+39.8%
-18.3%
-15.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.7% | +0.5% | -0.1% |
| 7D | -0.1% | -1.9% | +1.8% | 0.0% |
| 30D | 0.0% | -13.0% | +12.9% | +1.0% |
| 3M | +0.8% | -23.1% | +24.0% | +2.7% |
| 6M | +1.9% | -22.6% | +24.5% | +3.6% |
| YTD | +2.3% | -20.4% | +22.6% | +3.6% |
| 1Y | +4.1% | -29.6% | +33.7% | +6.6% |
| 3Y | +27.8% | +26.6% | +1.2% | +23.4% |
| 5Y | +21.5% | +38.2% | -16.7% | +15.5% |
| All | +21.5% | +39.8% | -18.3% | +15.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling