+99.9%
USO vs HAS
+16.8%
+83.1%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -2.4% | +5.3% | +2.3% |
| 7D | +3.6% | -3.1% | +6.7% | +2.9% |
| 30D | +23.8% | -2.7% | +26.5% | +23.1% |
| 3M | +8.1% | +8.9% | -0.9% | +10.0% |
| 6M | +34.3% | -2.9% | +37.2% | +35.5% |
| YTD | +111.1% | +12.6% | +98.5% | +112.7% |
| 1Y | +99.9% | +17.5% | +82.5% | +94.1% |
| All | +99.9% | +16.8% | +83.1% | +94.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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