+50.4%
USHY vs WY
-8.3%
+58.7%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | -0.1% |
| 7D | -0.1% | -1.7% | +1.6% | +0.1% |
| 30D | 0.0% | -9.9% | +9.8% | +1.5% |
| 3M | +0.8% | -7.5% | +8.4% | +1.9% |
| 6M | +1.9% | -5.1% | +7.1% | +2.4% |
| YTD | +2.3% | -2.1% | +4.4% | +2.1% |
| 1Y | +4.1% | -7.3% | +11.5% | +4.8% |
| 3Y | +27.8% | -22.6% | +50.4% | +31.1% |
| 5Y | +21.5% | -19.8% | +41.3% | +22.9% |
| All | +50.4% | -8.3% | +58.7% | +39.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 all: compounded portfolio wealth divided by compounded WY 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…
all analysis · Full analysis span regression · 6 months rolling