+91.4%
USO vs WAT
+41.4%
+49.9%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +0.9% | -0.5% |
| 7D | +9.5% | -1.3% | +10.7% | +9.0% |
| 30D | +23.6% | +2.3% | +21.2% | +24.7% |
| 3M | +3.8% | +8.7% | -4.9% | +7.5% |
| 6M | +55.0% | +28.3% | +26.7% | +74.7% |
| YTD | +105.3% | +7.8% | +97.5% | +126.9% |
| 1Y | +91.4% | +36.6% | +54.8% | +120.9% |
| All | +91.4% | +41.4% | +49.9% | +120.9% |
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