+91.4%
USO vs TRMB
+11.9%
+79.4%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -2.3% | +5.0% | +2.6% |
| 7D | +6.2% | -2.9% | +9.1% | +6.1% |
| 30D | +19.1% | -1.8% | +20.9% | +19.0% |
| 3M | +14.2% | +8.4% | +5.8% | +14.7% |
| 6M | +43.7% | -18.5% | +62.3% | +45.3% |
| YTD | +116.8% | -26.7% | +143.6% | +120.9% |
| 1Y | +104.3% | -28.3% | +132.7% | +108.3% |
| All | +91.4% | +11.9% | +79.4% | +85.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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