+50.4%
USHY vs SPXU
-99.1%
+149.5%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.4% | -1.6% | 0.0% |
| 7D | -0.1% | +1.3% | -1.4% | 0.0% |
| 30D | 0.0% | +5.1% | -5.2% | +0.5% |
| 3M | +0.8% | -9.1% | +10.0% | 0.0% |
| 6M | +1.9% | -29.6% | +31.5% | -1.5% |
| YTD | +2.3% | -27.7% | +29.9% | -0.7% |
| 1Y | +4.1% | -37.0% | +41.1% | -0.2% |
| 3Y | +27.8% | -80.2% | +107.9% | +10.3% |
| 5Y | +21.5% | -86.0% | +107.5% | +5.1% |
| All | +50.4% | -99.1% | +149.5% | +6.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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