+91.4%
USO vs EQH
+2.5%
+88.9%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.1% | +1.0% | -0.4% |
| 7D | +9.5% | +5.5% | +4.0% | +11.3% |
| 30D | +23.6% | +3.2% | +20.3% | +24.9% |
| 3M | +3.8% | +32.5% | -28.7% | +13.7% |
| 6M | +55.0% | +33.7% | +21.3% | +73.1% |
| YTD | +105.3% | +13.4% | +91.8% | +129.1% |
| 1Y | +91.4% | +0.6% | +90.8% | +110.2% |
| All | +91.4% | +2.5% | +88.9% | +110.2% |
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