+102.1%
USO vs INDA
+6.8%
+95.3%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -1.2% | +6.8% | +4.9% |
| 7D | +11.5% | -3.6% | +15.1% | +9.1% |
| 30D | +24.1% | -4.0% | +28.1% | +21.4% |
| 3M | +17.9% | +1.7% | +16.2% | +19.4% |
| 6M | +49.6% | -3.6% | +53.3% | +51.1% |
| YTD | +129.0% | -11.0% | +140.0% | +131.4% |
| 1Y | +112.0% | -9.5% | +121.5% | +114.0% |
| All | +102.1% | +6.8% | +95.3% | +99.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling