+91.4%
USO vs WPM
+273.6%
-182.2%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.1% | +1.6% | +2.8% |
| 7D | +6.2% | +3.9% | +2.4% | +6.5% |
| 30D | +19.1% | +17.7% | +1.4% | +20.5% |
| 3M | +14.2% | +39.4% | -25.2% | +17.2% |
| 6M | +43.7% | +6.4% | +37.3% | +47.3% |
| YTD | +116.8% | +34.0% | +82.9% | +116.3% |
| 1Y | +104.3% | +50.5% | +53.8% | +100.8% |
| All | +91.4% | +273.6% | -182.2% | +63.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling