+47.8%
USHY vs SUI
+76.2%
-28.5%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.5% | +1.5% | +0.2% |
| 7D | -0.3% | +6.2% | -6.5% | -1.2% |
| 30D | 0.0% | +8.6% | -8.6% | -1.3% |
| 3M | -1.8% | +1.0% | -2.8% | -2.1% |
| 6M | -1.0% | -2.6% | +1.6% | -0.9% |
| YTD | +0.5% | -0.1% | +0.6% | +0.1% |
| 1Y | +1.9% | +0.5% | +1.4% | +1.4% |
| 3Y | +24.9% | +15.3% | +9.6% | +20.2% |
| 5Y | +18.8% | -26.1% | +45.0% | +22.2% |
| All | +47.8% | +76.2% | -28.5% | +36.9% |
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