+214.1%
USO vs WAT
-4.9%
+219.0%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.5% | +2.2% | +2.7% |
| 7D | +6.2% | -1.8% | +8.0% | +6.2% |
| 30D | +19.1% | -1.7% | +20.8% | +19.0% |
| 3M | +14.2% | +9.1% | +5.2% | +14.6% |
| 6M | +43.7% | +32.4% | +11.3% | +44.8% |
| YTD | +116.8% | +6.6% | +110.3% | +120.0% |
| 1Y | +104.3% | +34.7% | +69.6% | +104.8% |
| 3Y | +91.5% | +53.6% | +37.9% | +89.4% |
| 5Y | +214.1% | -4.1% | +218.2% | +231.2% |
| All | +214.1% | -4.9% | +219.0% | +231.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling