+50.7%
USHY vs SUI
+73.2%
-22.5%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | 0.0% |
| 7D | -0.1% | -2.8% | +2.7% | +0.3% |
| 30D | +0.1% | -1.2% | +1.3% | +0.2% |
| 3M | +0.8% | -1.7% | +2.6% | +1.0% |
| 6M | +1.7% | -10.5% | +12.2% | +3.3% |
| YTD | +2.5% | -1.8% | +4.3% | +2.5% |
| 1Y | +4.4% | -4.1% | +8.5% | +4.7% |
| 3Y | +27.4% | +11.3% | +16.1% | +23.4% |
| 5Y | +21.7% | -32.1% | +53.8% | +27.1% |
| All | +50.7% | +73.2% | -22.5% | +40.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling