+100.3%
USO vs SUI
+17.1%
+83.2%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.7% | +4.0% | +3.2% |
| 7D | -1.4% | -3.8% | +2.4% | -1.9% |
| 30D | -4.6% | +3.9% | -8.5% | -4.0% |
| 3M | +14.7% | +0.2% | +14.5% | +15.0% |
| 6M | +1.2% | -4.2% | +5.4% | +1.4% |
| YTD | +111.2% | -2.5% | +113.7% | +111.5% |
| 1Y | +109.3% | -4.0% | +113.3% | +109.4% |
| All | +100.3% | +17.1% | +83.2% | +98.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 3y: compounded portfolio wealth divided by compounded SUI 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…
3y analysis · Full analysis span regression · 6 months rolling