+109.3%
USO vs WM
+21.7%
+87.6%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.6% | +1.7% | +2.7% |
| 7D | -1.4% | +1.2% | -2.6% | -1.8% |
| 30D | -4.6% | +15.2% | -19.8% | -10.2% |
| 3M | +14.7% | +8.3% | +6.4% | +11.2% |
| 6M | +1.2% | +13.1% | -11.9% | -5.1% |
| YTD | +111.2% | +12.5% | +98.7% | +104.5% |
| 1Y | +109.3% | +21.8% | +87.5% | +104.0% |
| All | +109.3% | +21.7% | +87.6% | +104.0% |
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