+66.5%
USO vs URI
+1,157.2%
-1,090.6%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.5% | +2.3% | +2.7% |
| 7D | +3.6% | +2.5% | +1.0% | +3.0% |
| 30D | +23.8% | -12.5% | +36.3% | +27.4% |
| 3M | +8.1% | -6.2% | +14.2% | +9.0% |
| 6M | +34.3% | +25.9% | +8.4% | +24.7% |
| YTD | +111.1% | +26.2% | +85.0% | +94.1% |
| 1Y | +99.9% | +5.5% | +94.4% | +91.8% |
| 3Y | +86.5% | +125.0% | -38.5% | +39.2% |
| 5Y | +200.5% | +210.4% | -9.9% | +95.2% |
| 10Y | +66.5% | +1,157.2% | -1,090.6% | -33.6% |
| All | +66.5% | +1,157.2% | -1,090.6% | -33.6% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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