+159.6%
USO vs PINS
-58.8%
+218.5%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.3% |
| 7D | -1.9% | +1.0% | -2.9% | -1.9% |
| 30D | -5.2% | -12.0% | +6.8% | -5.1% |
| 3M | +16.4% | -17.9% | +34.3% | +16.7% |
| 6M | +2.5% | -1.0% | +3.5% | +2.1% |
| YTD | +110.5% | -26.0% | +136.5% | +111.3% |
| 1Y | +108.4% | -28.5% | +136.9% | +109.4% |
| 3Y | +99.6% | -39.2% | +138.8% | +100.0% |
| All | +159.6% | -58.8% | +218.5% | +180.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PINS.
Daily Out/Under-Performance
Portfolio return minus PINS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PINS 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 5y: compounded portfolio wealth divided by compounded PINS 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…
5y analysis · Full analysis span regression · 6 months rolling