+86.5%
USO vs WING
-31.3%
+117.8%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.2% | +2.6% | +2.9% |
| 7D | +3.6% | -0.1% | +3.7% | +3.6% |
| 30D | +23.8% | -6.0% | +29.8% | +23.5% |
| 3M | +8.1% | -23.5% | +31.5% | +6.9% |
| 6M | +34.3% | -52.0% | +86.2% | +30.4% |
| YTD | +111.1% | -53.8% | +164.9% | +105.1% |
| 1Y | +99.9% | -63.8% | +163.7% | +93.5% |
| 3Y | +86.5% | -30.8% | +117.3% | +103.5% |
| All | +86.5% | -31.3% | +117.8% | +103.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 WING 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