+214.1%
USO vs IAU
+141.6%
+72.5%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.9% | +1.8% | +2.5% |
| 7D | +6.2% | +0.2% | +6.1% | +6.2% |
| 30D | +19.1% | +0.2% | +18.9% | +18.9% |
| 3M | +14.2% | +3.3% | +10.9% | +13.1% |
| 6M | +43.7% | -14.6% | +58.3% | +50.0% |
| YTD | +116.8% | +1.9% | +115.0% | +108.0% |
| 1Y | +104.3% | +20.9% | +83.5% | +78.6% |
| 3Y | +91.5% | +127.5% | -36.0% | +13.6% |
| 5Y | +214.1% | +141.9% | +72.1% | +91.5% |
| All | +214.1% | +141.6% | +72.5% | +91.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling