+82.0%
USO vs NI
+143.3%
-61.3%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | 0.0% | -2.2% | -2.2% |
| 7D | +9.1% | 0.0% | +9.1% | +9.1% |
| 30D | +21.7% | -1.4% | +23.1% | +21.9% |
| 3M | +20.2% | -10.6% | +30.8% | +22.1% |
| 6M | +43.4% | -9.3% | +52.7% | +45.1% |
| YTD | +124.0% | +1.1% | +122.8% | +122.3% |
| 1Y | +112.2% | +3.4% | +108.8% | +109.7% |
| 3Y | +97.7% | +67.9% | +29.8% | +77.8% |
| 5Y | +217.4% | +98.0% | +119.5% | +174.9% |
| All | +82.0% | +143.3% | -61.3% | +60.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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