+200.5%
USO vs HUT
+102.6%
+97.9%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +6.4% | -3.5% | +2.8% |
| 7D | +3.6% | +28.3% | -24.7% | +3.3% |
| 30D | +23.8% | +12.3% | +11.5% | +23.6% |
| 3M | +8.1% | -16.8% | +24.9% | +8.2% |
| 6M | +34.3% | +111.4% | -77.1% | +32.0% |
| YTD | +111.1% | +116.6% | -5.4% | +106.7% |
| 1Y | +99.9% | +290.5% | -190.5% | +91.5% |
| 3Y | +86.5% | +792.3% | -705.8% | +69.6% |
| 5Y | +200.5% | +94.1% | +106.4% | +176.8% |
| All | +200.5% | +102.6% | +97.9% | +176.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling