+91.4%
USO vs MSFU
-18.4%
+109.8%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.2% | +4.1% | -0.5% |
| 7D | +9.5% | -5.7% | +15.1% | +8.9% |
| 30D | +23.6% | +4.2% | +19.4% | +24.1% |
| 3M | +3.8% | +27.9% | -24.1% | +7.6% |
| 6M | +55.0% | +37.1% | +17.9% | +62.6% |
| YTD | +105.3% | -7.4% | +112.6% | +112.3% |
| 1Y | +91.4% | -19.6% | +111.0% | +99.3% |
| All | +91.4% | -18.4% | +109.8% | +99.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 MSFU 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