+102.2%
USO vs IOVA
+362.8%
-260.6%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -1.5% | -6.6% | -8.1% |
| 7D | -12.7% | -41.3% | +28.6% | -14.1% |
| 30D | +1.0% | -38.5% | +39.5% | -0.4% |
| 3M | +25.6% | +99.5% | -73.9% | +28.1% |
| 6M | -1.5% | +126.0% | -127.5% | +1.9% |
| YTD | +110.3% | +218.7% | -108.4% | +114.5% |
| 1Y | +102.2% | +378.0% | -275.9% | +99.5% |
| All | +102.2% | +362.8% | -260.6% | +99.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA 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 IOVA 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