+91.4%
USO vs ENTG
+48.2%
+43.2%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.4% | +1.3% | +2.8% |
| 7D | +6.2% | +8.9% | -2.7% | +6.7% |
| 30D | +19.1% | -0.8% | +19.9% | +19.1% |
| 3M | +14.2% | +6.6% | +7.7% | +15.5% |
| 6M | +43.7% | +22.1% | +21.7% | +45.5% |
| YTD | +116.8% | +70.2% | +46.7% | +114.5% |
| 1Y | +104.3% | +76.7% | +27.6% | +101.4% |
| All | +91.4% | +48.2% | +43.2% | +94.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ENTG.
Daily Out/Under-Performance
Portfolio return minus ENTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENTG 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 3y: compounded portfolio wealth divided by compounded ENTG 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…
3y analysis · Full analysis span regression · 6 months rolling