+1.7%
USHY vs SNY
+2.7%
-1.0%
-3.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +4.7% | -4.0% | +0.5% |
| 7D | -0.2% | +12.4% | -12.6% | -0.7% |
| 30D | +0.7% | +20.1% | -19.5% | -0.1% |
| 3M | -2.2% | +11.2% | -13.4% | -2.6% |
| 6M | -0.9% | +9.5% | -10.4% | -1.3% |
| YTD | +0.2% | +3.4% | -3.2% | -0.2% |
| 1Y | +1.7% | +2.0% | -0.3% | +1.5% |
| All | +1.7% | +2.7% | -1.0% | +1.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SNY.
Daily Out/Under-Performance
Portfolio return minus SNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNY 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 1y: compounded portfolio wealth divided by compounded SNY 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…
1y analysis · Full analysis span regression · 6 months rolling