+86.1%
USO vs TECH
+189.8%
-103.7%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -0.2% | +5.8% | +5.6% |
| 7D | +11.5% | -0.5% | +12.0% | +11.5% |
| 30D | +24.1% | 0.0% | +24.1% | +24.1% |
| 3M | +17.9% | +37.4% | -19.5% | +15.0% |
| 6M | +49.6% | +36.9% | +12.7% | +45.2% |
| YTD | +129.0% | +23.1% | +105.9% | +123.8% |
| 1Y | +112.0% | +42.2% | +69.7% | +103.4% |
| 3Y | +102.3% | +1.9% | +100.3% | +97.2% |
| 5Y | +224.5% | -42.9% | +267.5% | +244.8% |
| All | +86.1% | +189.8% | -103.7% | +47.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 10y: compounded portfolio wealth divided by compounded TECH 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…
10y analysis · Full analysis span regression · 6 months rolling