+86.1%
USO vs MUB
+16.7%
+69.4%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -0.7% | +6.3% | +5.5% |
| 7D | +11.5% | -1.2% | +12.7% | +11.3% |
| 30D | +24.1% | -2.8% | +26.9% | +23.7% |
| 3M | +17.9% | -3.1% | +21.0% | +17.5% |
| 6M | +49.6% | -2.9% | +52.5% | +49.2% |
| YTD | +129.0% | -2.0% | +131.0% | +128.1% |
| 1Y | +112.0% | 0.0% | +112.0% | +110.6% |
| 3Y | +102.3% | +7.4% | +94.9% | +98.0% |
| 5Y | +224.5% | +0.8% | +223.8% | +223.5% |
| All | +86.1% | +16.7% | +69.4% | +101.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 10y: compounded portfolio wealth divided by compounded MUB 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…
10y analysis · Full analysis span regression · 6 months rolling