+33.4%
USO vs NVT
+732.7%
-699.3%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +4.2% | -1.3% | +2.0% |
| 7D | +3.6% | +10.4% | -6.8% | +1.4% |
| 30D | +23.8% | -1.3% | +25.1% | +23.9% |
| 3M | +8.1% | -0.6% | +8.7% | +7.2% |
| 6M | +34.3% | +53.8% | -19.5% | +17.6% |
| YTD | +111.1% | +60.2% | +51.0% | +81.2% |
| 1Y | +99.9% | +76.8% | +23.2% | +65.3% |
| 3Y | +86.5% | +191.2% | -104.7% | +23.8% |
| 5Y | +200.5% | +430.9% | -230.4% | +52.0% |
| All | +33.4% | +732.7% | -699.3% | -45.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 all: compounded portfolio wealth divided by compounded NVT 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…
all analysis · Full analysis span regression · 6 months rolling