+91.4%
USO vs BTDR
-4.8%
+96.1%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.9% | -4.0% | +0.3% |
| 7D | +9.5% | +20.0% | -10.5% | +11.5% |
| 30D | +23.6% | +11.9% | +11.6% | +25.6% |
| 3M | +3.8% | -36.9% | +40.8% | +1.7% |
| 6M | +55.0% | +56.5% | -1.5% | +63.1% |
| YTD | +105.3% | +10.4% | +94.8% | +117.3% |
| 1Y | +91.4% | +3.1% | +88.3% | +105.3% |
| All | +91.4% | -4.8% | +96.1% | +105.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BTDR.
Daily Out/Under-Performance
Portfolio return minus BTDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTDR 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 BTDR 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