+112.2%
USO vs FTV
+14.7%
+97.5%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.3% | -2.5% | -2.1% |
| 7D | +9.1% | -4.0% | +13.1% | +7.8% |
| 30D | +21.7% | -11.0% | +32.7% | +17.5% |
| 3M | +20.2% | -8.4% | +28.6% | +16.8% |
| 6M | +43.4% | -2.6% | +45.9% | +41.3% |
| YTD | +124.0% | -0.6% | +124.6% | +120.4% |
| 1Y | +112.2% | +11.0% | +101.2% | +106.2% |
| All | +112.2% | +14.7% | +97.5% | +106.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV 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 FTV 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