+91.4%
USO vs ARWR
+208.4%
-117.0%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.1% | -0.1% |
| 7D | +9.5% | +1.7% | +7.8% | +9.8% |
| 30D | +23.6% | -0.7% | +24.2% | +23.5% |
| 3M | +3.8% | +14.9% | -11.1% | +6.6% |
| 6M | +55.0% | +32.6% | +22.4% | +66.4% |
| YTD | +105.3% | +30.0% | +75.2% | +120.1% |
| 1Y | +91.4% | +208.4% | -117.0% | +105.3% |
| All | +91.4% | +208.4% | -117.0% | +105.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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