+213.5%
USO vs MNDY
-53.2%
+266.7%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -3.1% | +5.8% | +2.8% |
| 7D | +6.2% | -14.1% | +20.4% | +6.6% |
| 30D | +19.1% | -8.5% | +27.6% | +19.2% |
| 3M | +14.2% | -2.5% | +16.8% | +14.1% |
| 6M | +43.7% | +0.1% | +43.7% | +43.2% |
| YTD | +116.8% | -45.0% | +161.9% | +119.8% |
| 1Y | +104.3% | -58.1% | +162.5% | +108.9% |
| 3Y | +91.5% | -52.6% | +144.2% | +94.3% |
| 5Y | +214.1% | -79.3% | +293.3% | +223.4% |
| All | +213.5% | -53.2% | +266.7% | +220.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling