+48.7%
USHY vs RBA
+294.1%
-245.4%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.2% |
| 7D | -0.2% | +0.6% | -0.8% | -0.3% |
| 30D | +0.5% | +9.0% | -8.5% | -0.4% |
| 3M | -1.2% | +7.2% | -8.3% | -1.9% |
| 6M | -0.1% | -7.8% | +7.7% | +0.4% |
| YTD | +1.1% | -6.4% | +7.5% | +1.2% |
| 1Y | +2.0% | -4.2% | +6.2% | +1.8% |
| 3Y | +25.8% | +64.1% | -38.3% | +17.3% |
| 5Y | +20.4% | +48.4% | -28.0% | +12.2% |
| All | +48.7% | +294.1% | -245.4% | +19.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling