+117.0%
USO vs EQT
+9.6%
+107.4%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +0.6% | +5.0% | +5.4% |
| 7D | +11.5% | -1.2% | +12.6% | +11.9% |
| 30D | +24.1% | +1.1% | +23.0% | +23.6% |
| 3M | +17.9% | +4.8% | +13.1% | +16.0% |
| 6M | +49.6% | -10.6% | +60.2% | +51.6% |
| YTD | +129.0% | +3.4% | +125.6% | +123.7% |
| All | +117.0% | +9.6% | +107.4% | +108.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 EQT 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