+76.1%
USO vs URI
+1,189.1%
-1,113.0%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.1% | +1.2% | -0.4% |
| 7D | -10.6% | -6.0% | -4.6% | -9.5% |
| 30D | -4.6% | +4.6% | -9.2% | -5.8% |
| 3M | +12.3% | -2.7% | +15.0% | +12.4% |
| 6M | +5.9% | +18.4% | -12.5% | +0.6% |
| YTD | +104.5% | +37.4% | +67.2% | +83.4% |
| 1Y | +97.3% | +30.4% | +67.0% | +79.2% |
| 3Y | +97.0% | +147.9% | -50.9% | +43.0% |
| 5Y | +151.2% | +202.1% | -50.9% | +64.5% |
| 10Y | +76.1% | +1,182.4% | -1,106.3% | -37.5% |
| All | +76.1% | +1,189.1% | -1,113.0% | -37.5% |
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