+102.2%
USO vs WPM
+38.8%
+63.4%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +12.0% | -20.1% | -4.8% |
| 7D | -12.7% | +3.9% | -16.6% | -11.1% |
| 30D | +1.0% | -3.5% | +4.5% | +1.1% |
| 3M | +25.6% | +14.1% | +11.5% | +32.1% |
| 6M | -1.5% | +6.2% | -7.7% | +3.2% |
| YTD | +110.3% | +12.4% | +97.9% | +111.9% |
| 1Y | +102.2% | +40.0% | +62.2% | +99.0% |
| All | +102.2% | +38.8% | +63.4% | +99.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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