+99.9%
USO vs PRU
+19.3%
+80.6%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -2.2% | +5.0% | +1.9% |
| 7D | +3.6% | +1.9% | +1.7% | +4.5% |
| 30D | +23.8% | -0.4% | +24.2% | +23.7% |
| 3M | +8.1% | +16.4% | -8.4% | +15.0% |
| 6M | +34.3% | +26.0% | +8.2% | +47.6% |
| YTD | +111.1% | +9.9% | +101.2% | +131.3% |
| 1Y | +99.9% | +18.8% | +81.2% | +114.1% |
| All | +99.9% | +19.3% | +80.6% | +114.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PRU.
Daily Out/Under-Performance
Portfolio return minus PRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PRU 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 PRU 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