+50.4%
USHY vs SUI
+68.3%
-17.9%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.4% | +1.2% | 0.0% |
| 7D | -0.1% | -4.3% | +4.2% | +0.5% |
| 30D | 0.0% | -2.1% | +2.1% | +0.3% |
| 3M | +0.8% | -6.1% | +6.9% | +1.7% |
| 6M | +1.9% | -12.8% | +14.7% | +3.9% |
| YTD | +2.3% | -4.6% | +6.9% | +2.7% |
| 1Y | +4.1% | -7.7% | +11.8% | +5.1% |
| 3Y | +27.8% | +10.9% | +16.8% | +23.7% |
| 5Y | +21.5% | -32.4% | +53.9% | +26.9% |
| All | +50.4% | +68.3% | -17.9% | +40.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded SUI 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling