+134.2%
USO vs MSFU
+71.2%
+63.0%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +0.3% | +5.3% | +5.6% |
| 7D | +11.5% | -6.9% | +18.4% | +11.5% |
| 30D | +24.1% | -5.1% | +29.2% | +24.1% |
| 3M | +17.9% | +44.6% | -26.7% | +17.6% |
| 6M | +49.6% | +32.8% | +16.8% | +49.4% |
| YTD | +129.0% | -10.1% | +139.1% | +132.8% |
| 1Y | +112.0% | -19.4% | +131.4% | +116.9% |
| 3Y | +102.3% | +26.2% | +76.1% | +94.9% |
| All | +134.2% | +71.2% | +63.0% | +120.9% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling