+20.7%
USHY vs RRX
+17.8%
+2.8%
-15.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.7% | -3.7% | -0.3% |
| 7D | -0.7% | -0.3% | -0.3% | -0.7% |
| 30D | -0.7% | -6.1% | +5.5% | -0.2% |
| 3M | +0.1% | -23.1% | +23.1% | +1.8% |
| 6M | +1.8% | -19.5% | +21.3% | +2.8% |
| YTD | +1.8% | +16.1% | -14.3% | -1.0% |
| 1Y | +3.3% | +12.9% | -9.6% | +0.5% |
| 3Y | +27.0% | +7.9% | +19.0% | +22.3% |
| All | +20.7% | +17.8% | +2.8% | +12.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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