+91.4%
USO vs INDA
-5.0%
+96.4%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +9.5% | +0.7% | +8.7% | +10.8% |
| 30D | +23.6% | -0.8% | +24.4% | +22.2% |
| 3M | +3.8% | +3.9% | -0.1% | +12.2% |
| 6M | +55.0% | -0.7% | +55.8% | +67.3% |
| YTD | +105.3% | -7.7% | +112.9% | +121.1% |
| 1Y | +91.4% | -5.1% | +96.5% | +103.5% |
| All | +91.4% | -5.0% | +96.4% | +103.5% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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