+27.6%
USHY vs WING
-29.7%
+57.3%
-4.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.0% | -1.2% | -0.2% |
| 7D | -0.1% | -2.3% | +2.1% | -0.1% |
| 30D | 0.0% | -5.6% | +5.6% | 0.0% |
| 3M | +0.8% | -22.9% | +23.8% | +1.4% |
| 6M | +1.9% | -50.4% | +52.3% | +3.5% |
| YTD | +2.3% | -53.3% | +55.6% | +3.9% |
| 1Y | +4.1% | -61.2% | +65.4% | +6.3% |
| All | +27.6% | -29.7% | +57.3% | +20.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling