+1.7%
USHY vs WCC
+24.5%
-22.7%
-3.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -9.9% | +10.6% | +1.0% |
| 7D | -0.2% | -8.8% | +8.6% | +0.1% |
| 30D | +0.7% | -16.0% | +16.7% | +1.3% |
| 3M | -2.2% | -15.2% | +13.0% | -1.7% |
| 6M | -0.9% | -8.4% | +7.5% | -0.8% |
| YTD | +0.2% | +30.1% | -29.9% | -2.0% |
| 1Y | +1.7% | +26.4% | -24.7% | -0.4% |
| All | +1.7% | +24.5% | -22.7% | -0.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 1y: compounded portfolio wealth divided by compounded WCC 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…
1y analysis · Full analysis span regression · 6 months rolling