+2.1%
USHY vs WING
-33.3%
+35.4%
-2.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | -0.4% | -2.5% | +2.1% | -0.4% |
| 30D | +0.6% | +29.5% | -28.9% | +0.3% |
| 3M | -2.0% | +40.2% | -42.2% | -2.5% |
| 6M | -0.5% | +32.7% | -33.2% | -1.0% |
| YTD | +0.6% | -32.8% | +33.4% | +0.9% |
| 1Y | +2.1% | -31.7% | +33.8% | +2.3% |
| All | +2.1% | -33.3% | +35.4% | +2.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 WING 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