+102.2%
USO vs PFG
+46.8%
+55.3%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +4.1% | -12.2% | -5.9% |
| 7D | -12.7% | +4.9% | -17.6% | -10.3% |
| 30D | +1.0% | +5.7% | -4.7% | +4.2% |
| 3M | +25.6% | +2.6% | +23.0% | +27.7% |
| 6M | -1.5% | +19.8% | -21.3% | +12.1% |
| YTD | +110.3% | +36.3% | +74.0% | +152.0% |
| 1Y | +102.2% | +47.9% | +54.3% | +142.3% |
| All | +102.2% | +46.8% | +55.3% | +142.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 PFG 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