-12.5%
USO vs WING
+405.9%
-418.3%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +0.9% | 0.0% |
| 7D | +9.5% | -3.9% | +13.3% | +9.7% |
| 30D | +23.6% | -11.6% | +35.1% | +24.4% |
| 3M | +3.8% | -24.2% | +28.0% | +5.3% |
| 6M | +55.0% | -54.1% | +109.1% | +62.5% |
| YTD | +105.3% | -53.9% | +159.2% | +114.1% |
| 1Y | +91.4% | -64.4% | +155.7% | +103.5% |
| 3Y | +84.6% | -30.2% | +114.8% | +75.3% |
| 5Y | +191.7% | -34.1% | +225.9% | +172.3% |
| 10Y | +73.3% | +342.1% | -268.9% | +1.8% |
| All | -12.5% | +405.9% | -418.3% | -52.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling