+112.2%
USO vs TECH
+42.2%
+70.0%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.1% | -2.3% | -2.2% |
| 7D | +9.1% | -0.4% | +9.5% | +9.1% |
| 30D | +21.7% | 0.0% | +21.7% | +21.7% |
| 3M | +20.2% | +33.7% | -13.4% | +24.6% |
| 6M | +43.4% | +34.9% | +8.5% | +50.7% |
| YTD | +124.0% | +23.2% | +100.8% | +133.6% |
| 1Y | +112.2% | +36.3% | +75.9% | +127.7% |
| All | +112.2% | +42.2% | +70.0% | +127.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling