+49.7%
USHY vs RVTY
+78.0%
-28.2%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.8% | -2.8% | -0.3% |
| 7D | -0.7% | -4.5% | +3.9% | -0.2% |
| 30D | -0.7% | +5.5% | -6.1% | -1.3% |
| 3M | +0.1% | +22.5% | -22.5% | -2.5% |
| 6M | +1.8% | +38.9% | -37.1% | -2.5% |
| YTD | +1.8% | +28.7% | -27.0% | -1.9% |
| 1Y | +3.3% | +45.5% | -42.2% | -2.1% |
| 3Y | +27.0% | +16.4% | +10.6% | +21.8% |
| 5Y | +21.0% | -32.7% | +53.8% | +23.8% |
| All | +49.7% | +78.0% | -28.2% | +30.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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