+102.2%
USO vs EQH
+18.6%
+83.5%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +1.6% | -9.7% | -7.5% |
| 7D | -12.7% | +2.8% | -15.5% | -11.8% |
| 30D | +1.0% | +3.9% | -2.9% | +2.5% |
| 3M | +25.6% | +16.3% | +9.3% | +33.1% |
| 6M | -1.5% | +37.1% | -38.6% | +11.6% |
| YTD | +110.3% | +20.2% | +90.0% | +143.2% |
| 1Y | +102.2% | +17.9% | +84.2% | +133.9% |
| All | +102.2% | +18.6% | +83.5% | +133.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 EQH 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