+213.1%
USO vs BLDR
+10.9%
+202.2%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.4% | -4.6% | -2.1% |
| 7D | +9.1% | -8.2% | +17.4% | +8.7% |
| 30D | +21.7% | -16.6% | +38.3% | +20.7% |
| 3M | +20.2% | -23.2% | +43.4% | +19.3% |
| 6M | +43.4% | -33.7% | +77.1% | +42.9% |
| YTD | +124.0% | -41.3% | +165.3% | +124.0% |
| 1Y | +112.2% | -58.8% | +171.0% | +115.0% |
| 3Y | +97.7% | -57.5% | +155.1% | +98.0% |
| All | +213.1% | +10.9% | +202.2% | +176.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 5y: compounded portfolio wealth divided by compounded BLDR 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…
5y analysis · Full analysis span regression · 6 months rolling