+21.0%
USHY vs WU
-51.6%
+72.6%
-15.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.2% | -0.4% |
| 7D | -0.7% | -5.0% | +4.2% | -0.3% |
| 30D | -0.5% | -2.3% | +1.7% | -0.4% |
| 3M | +0.5% | -3.2% | +3.7% | +0.4% |
| 6M | +1.5% | -25.0% | +26.5% | +3.7% |
| YTD | +1.7% | -21.7% | +23.4% | +3.4% |
| 1Y | +3.5% | -9.0% | +12.5% | +3.5% |
| 3Y | +27.2% | -28.9% | +56.0% | +29.3% |
| 5Y | +21.0% | -51.0% | +72.0% | +25.7% |
| All | +21.0% | -51.6% | +72.6% | +25.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 5y: compounded portfolio wealth divided by compounded WU 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…
5y analysis · Full analysis span regression · 6 months rolling