+91.4%
USO vs ALNY
-40.8%
+132.2%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.6% | -0.7% | 0.0% |
| 7D | +9.5% | +12.2% | -2.8% | +11.1% |
| 30D | +23.6% | +16.3% | +7.2% | +26.2% |
| 3M | +3.8% | -12.4% | +16.2% | +4.1% |
| 6M | +55.0% | -18.7% | +73.7% | +54.4% |
| YTD | +105.3% | -33.1% | +138.3% | +100.2% |
| 1Y | +91.4% | -41.3% | +132.7% | +86.6% |
| All | +91.4% | -40.8% | +132.2% | +86.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ALNY.
Daily Out/Under-Performance
Portfolio return minus ALNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALNY 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 ALNY 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