+108.4%
USO vs SWK
+74.4%
+34.1%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.6% | -0.2% |
| 7D | -1.9% | -1.4% | -0.5% | -2.6% |
| 30D | -5.2% | +25.5% | -30.6% | +9.0% |
| 3M | +16.4% | +11.8% | +4.7% | +25.8% |
| 6M | +2.5% | +48.7% | -46.2% | +32.1% |
| YTD | +110.5% | +57.2% | +53.3% | +182.5% |
| 1Y | +108.4% | +75.3% | +33.2% | +183.1% |
| All | +108.4% | +74.4% | +34.1% | +183.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 SWK 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