+91.4%
USO vs MDY
+17.9%
+73.4%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.2% | +0.1% |
| 7D | +9.5% | +0.1% | +9.3% | +9.7% |
| 30D | +23.6% | -1.5% | +25.1% | +21.6% |
| 3M | +3.8% | +0.8% | +3.1% | +5.6% |
| 6M | +55.0% | +7.4% | +47.6% | +75.8% |
| YTD | +105.3% | +15.2% | +90.1% | +128.9% |
| 1Y | +91.4% | +16.5% | +74.8% | +112.4% |
| All | +91.4% | +17.9% | +73.4% | +112.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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