+94.5%
USO vs MOS
-7.3%
+101.8%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.8% | 0.0% |
| 7D | -2.7% | +5.5% | -8.2% | -2.4% |
| 30D | -6.3% | +21.0% | -27.3% | -4.9% |
| 3M | +10.9% | -0.5% | +11.3% | +12.9% |
| 6M | +2.0% | +6.6% | -4.6% | +3.9% |
| YTD | +104.6% | -2.8% | +107.3% | +112.4% |
| 1Y | +94.5% | -8.1% | +102.6% | +104.1% |
| All | +94.5% | -7.3% | +101.8% | +104.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MOS.
Daily Out/Under-Performance
Portfolio return minus MOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOS 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 MOS 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