+112.2%
USO vs ALNY
-47.6%
+159.8%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.5% | -2.7% | -2.1% |
| 7D | +9.1% | -6.5% | +15.7% | +8.2% |
| 30D | +21.7% | +11.0% | +10.6% | +23.5% |
| 3M | +20.2% | -14.1% | +34.3% | +20.5% |
| 6M | +43.4% | -22.4% | +65.8% | +41.7% |
| YTD | +124.0% | -37.5% | +161.4% | +116.2% |
| 1Y | +112.2% | -46.9% | +159.1% | +104.8% |
| All | +112.2% | -47.6% | +159.8% | +104.8% |
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