+1.7%
USHY vs WWD
+27.2%
-25.5%
-3.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.9% | +2.6% | +0.7% |
| 7D | -0.2% | +7.3% | -7.5% | -0.5% |
| 30D | +0.7% | -2.0% | +2.7% | +0.8% |
| 3M | -2.2% | -12.6% | +10.4% | -1.7% |
| 6M | -0.9% | -8.4% | +7.6% | -0.7% |
| YTD | +0.2% | +8.2% | -8.1% | -0.1% |
| 1Y | +1.7% | +26.5% | -24.8% | +1.0% |
| All | +1.7% | +27.2% | -25.5% | +1.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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