+91.4%
USO vs IAU
+24.6%
+66.8%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.8% | +0.8% | -0.2% |
| 7D | +9.5% | -0.5% | +10.0% | +9.4% |
| 30D | +23.6% | +4.4% | +19.1% | +24.3% |
| 3M | +3.8% | -1.1% | +4.9% | +4.2% |
| 6M | +55.0% | -13.7% | +68.8% | +56.2% |
| YTD | +105.3% | +2.7% | +102.5% | +104.9% |
| 1Y | +91.4% | +24.6% | +66.7% | +98.4% |
| All | +91.4% | +24.6% | +66.8% | +98.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 IAU 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