+48.2%
USHY vs SUI
+72.0%
-23.9%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.3% | -0.3% |
| 7D | -0.3% | -3.8% | +3.5% | +0.3% |
| 30D | +0.3% | +3.9% | -3.7% | -0.4% |
| 3M | -1.7% | +0.2% | -1.9% | -1.9% |
| 6M | -0.4% | -4.2% | +3.8% | 0.0% |
| YTD | +0.7% | -2.5% | +3.2% | +0.7% |
| 1Y | +1.8% | -4.0% | +5.8% | +2.0% |
| 3Y | +25.3% | +16.5% | +8.8% | +20.4% |
| 5Y | +19.9% | -27.2% | +47.1% | +23.6% |
| All | +48.2% | +72.0% | -23.9% | +37.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling