+214.1%
USO vs WING
-33.6%
+247.7%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.0% | +1.7% | +2.7% |
| 7D | +6.2% | -2.3% | +8.5% | +6.2% |
| 30D | +19.1% | -5.6% | +24.7% | +19.0% |
| 3M | +14.2% | -22.9% | +37.1% | +13.7% |
| 6M | +43.7% | -50.4% | +94.2% | +42.3% |
| YTD | +116.8% | -53.3% | +170.2% | +114.5% |
| 1Y | +104.3% | -61.2% | +165.6% | +102.3% |
| 3Y | +91.5% | -30.1% | +121.6% | +86.6% |
| 5Y | +214.1% | -35.0% | +249.1% | +225.0% |
| All | +214.1% | -33.6% | +247.7% | +225.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling