+213.1%
USO vs MNDY
-76.8%
+289.9%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.0% | -4.2% | -2.2% |
| 7D | +9.1% | -4.6% | +13.8% | +9.2% |
| 30D | +21.7% | +1.0% | +20.6% | +21.5% |
| 3M | +20.2% | +9.1% | +11.1% | +19.7% |
| 6M | +43.4% | +14.2% | +29.1% | +42.2% |
| YTD | +124.0% | -41.1% | +165.1% | +127.0% |
| 1Y | +112.2% | -54.7% | +166.9% | +117.1% |
| 3Y | +97.7% | -50.6% | +148.2% | +100.5% |
| All | +213.1% | -76.8% | +289.9% | +233.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MNDY.
Daily Out/Under-Performance
Portfolio return minus MNDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MNDY 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 MNDY 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