+214.1%
USO vs TECH
-42.1%
+256.2%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.1% | +2.8% | +2.7% |
| 7D | +6.2% | -0.1% | +6.3% | +6.2% |
| 30D | +19.1% | +0.3% | +18.8% | +19.1% |
| 3M | +14.2% | +32.9% | -18.7% | +14.5% |
| 6M | +43.7% | +32.1% | +11.7% | +44.2% |
| YTD | +116.8% | +23.4% | +93.5% | +117.7% |
| 1Y | +104.3% | +34.1% | +70.3% | +104.6% |
| 3Y | +91.5% | +2.2% | +89.3% | +91.4% |
| 5Y | +214.1% | -41.8% | +255.9% | +223.3% |
| All | +214.1% | -42.1% | +256.2% | +223.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling