+112.2%
USO vs WAT
+38.4%
+73.8%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.7% | -3.9% | -1.6% |
| 7D | +9.1% | -0.3% | +9.4% | +9.1% |
| 30D | +21.7% | -1.9% | +23.6% | +21.1% |
| 3M | +20.2% | +13.5% | +6.7% | +26.3% |
| 6M | +43.4% | +37.2% | +6.1% | +62.9% |
| YTD | +124.0% | +7.5% | +116.5% | +148.1% |
| 1Y | +112.2% | +35.0% | +77.2% | +138.9% |
| All | +112.2% | +38.4% | +73.8% | +138.9% |
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