+28.0%
USHY vs SUI
+13.6%
+14.4%
-4.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | 0.0% |
| 7D | -0.1% | -2.8% | +2.7% | +0.1% |
| 30D | +0.1% | -1.2% | +1.3% | +0.2% |
| 3M | +0.8% | -1.7% | +2.6% | +0.9% |
| 6M | +1.7% | -10.5% | +12.2% | +2.6% |
| YTD | +2.5% | -1.8% | +4.3% | +2.5% |
| 1Y | +4.4% | -4.1% | +8.5% | +4.6% |
| All | +28.0% | +13.6% | +14.4% | +24.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling