+97.7%
USO vs TD
+127.3%
-29.7%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.7% | -2.9% | -2.1% |
| 7D | +9.1% | -0.5% | +9.7% | +9.1% |
| 30D | +21.7% | -1.9% | +23.6% | +21.6% |
| 3M | +20.2% | +4.8% | +15.5% | +20.5% |
| 6M | +43.4% | +28.0% | +15.4% | +42.7% |
| YTD | +124.0% | +30.3% | +93.7% | +121.8% |
| 1Y | +112.2% | +59.8% | +52.4% | +101.1% |
| 3Y | +97.7% | +124.7% | -27.0% | +69.5% |
| All | +97.7% | +127.3% | -29.7% | +69.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 TD 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