+49.7%
USHY vs TRMB
+39.4%
+10.3%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.4% | -1.4% | -0.2% |
| 7D | -0.7% | -3.0% | +2.4% | -0.3% |
| 30D | -0.7% | +2.3% | -3.0% | -1.0% |
| 3M | +0.1% | +15.3% | -15.3% | -1.9% |
| 6M | +1.8% | -14.7% | +16.5% | +3.5% |
| YTD | +1.8% | -26.4% | +28.2% | +5.3% |
| 1Y | +3.3% | -30.4% | +33.7% | +7.5% |
| 3Y | +27.0% | +13.5% | +13.4% | +22.2% |
| 5Y | +21.0% | -38.6% | +59.6% | +24.4% |
| All | +49.7% | +39.4% | +10.3% | +34.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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