+102.2%
USO vs HUT
-2.9%
+105.0%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -23.2% | +15.2% | -9.2% |
| 7D | -12.7% | -29.5% | +16.8% | -14.4% |
| 30D | +1.0% | -45.2% | +46.2% | -2.5% |
| 3M | +25.6% | -51.6% | +77.2% | +20.8% |
| 6M | -1.5% | -37.3% | +35.8% | -0.5% |
| YTD | +110.3% | +6.5% | +103.7% | +114.6% |
| 1Y | +102.2% | +1.7% | +100.4% | +105.4% |
| All | +102.2% | -2.9% | +105.0% | +105.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HUT.
Daily Out/Under-Performance
Portfolio return minus HUT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUT 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 HUT 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