+94.0%
USO vs HDB
-6.8%
+100.8%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.1% | +0.1% |
| 7D | -2.7% | +6.9% | -9.7% | -1.1% |
| 30D | -6.3% | +15.2% | -21.6% | -3.0% |
| 3M | +10.9% | +11.7% | -0.9% | +14.3% |
| 6M | +2.0% | +7.5% | -5.5% | +4.8% |
| YTD | +104.6% | -28.8% | +133.3% | +107.9% |
| 1Y | +94.5% | -29.1% | +123.6% | +97.7% |
| All | +94.0% | -6.8% | +100.8% | +74.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 3y: compounded portfolio wealth divided by compounded HDB 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…
3y analysis · Full analysis span regression · 6 months rolling