+102.2%
USO vs WAT
+32.9%
+69.2%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +1.7% | -9.7% | -7.4% |
| 7D | -12.7% | -1.9% | -10.8% | -13.4% |
| 30D | +1.0% | +6.2% | -5.3% | +3.6% |
| 3M | +25.6% | +18.1% | +7.5% | +34.9% |
| 6M | -1.5% | +54.9% | -56.4% | +19.7% |
| YTD | +110.3% | +23.1% | +87.1% | +149.4% |
| 1Y | +102.2% | +27.3% | +74.9% | +143.1% |
| All | +102.2% | +32.9% | +69.2% | +143.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 1y: compounded portfolio wealth divided by compounded WAT 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…
1y analysis · Full analysis span regression · 6 months rolling