+102.2%
USO vs GRMN
+40.7%
+61.5%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +6.5% | -14.6% | -6.7% |
| 7D | -12.7% | +6.1% | -18.8% | -11.4% |
| 30D | +1.0% | +1.3% | -0.3% | +1.7% |
| 3M | +25.6% | -5.6% | +31.2% | +25.4% |
| 6M | -1.5% | +22.2% | -23.7% | +4.2% |
| YTD | +110.3% | +44.3% | +66.0% | +120.3% |
| 1Y | +102.2% | +43.1% | +59.1% | +110.6% |
| All | +102.2% | +40.7% | +61.5% | +110.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 GRMN 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