+97.7%
USO vs MRSH
-4.9%
+102.5%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.2% | -2.0% | -2.2% |
| 7D | +9.1% | -4.8% | +13.9% | +8.8% |
| 30D | +21.7% | -6.3% | +28.0% | +21.3% |
| 3M | +20.2% | +5.8% | +14.4% | +20.5% |
| 6M | +43.4% | +2.8% | +40.6% | +43.7% |
| YTD | +124.0% | -3.1% | +127.1% | +122.8% |
| 1Y | +112.2% | -11.3% | +123.5% | +108.4% |
| 3Y | +97.7% | -5.0% | +102.6% | +104.0% |
| All | +97.7% | -4.9% | +102.5% | +104.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MRSH.
Daily Out/Under-Performance
Portfolio return minus MRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRSH 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 3y: compounded portfolio wealth divided by compounded MRSH 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…
3y analysis · Full analysis span regression · 6 months rolling