+91.4%
USO vs WM
-0.9%
+92.3%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.1% | +0.4% |
| 7D | +9.5% | -0.3% | +9.8% | +9.6% |
| 30D | +23.6% | -2.4% | +25.9% | +24.8% |
| 3M | +3.8% | +0.4% | +3.4% | +2.8% |
| 6M | +55.0% | -9.5% | +64.5% | +58.1% |
| YTD | +105.3% | +0.5% | +104.8% | +107.8% |
| 1Y | +91.4% | -1.1% | +92.5% | +92.5% |
| All | +91.4% | -0.9% | +92.3% | +92.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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