+98.1%
USO vs URI
+138.8%
-40.7%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.1% | -1.0% | +0.1% |
| 7D | -12.1% | -9.8% | -2.3% | -11.9% |
| 30D | +3.1% | +1.7% | +1.4% | +3.1% |
| 3M | +24.9% | -9.1% | +33.9% | +25.3% |
| 6M | +10.8% | +9.9% | +0.9% | +10.2% |
| YTD | +114.6% | +31.2% | +83.4% | +110.2% |
| 1Y | +109.4% | +25.9% | +83.4% | +106.0% |
| 3Y | +98.1% | +147.4% | -49.3% | +63.6% |
| All | +98.1% | +138.8% | -40.7% | +63.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling