+224.5%
USO vs WPM
+252.7%
-28.1%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -3.7% | +9.3% | +5.7% |
| 7D | +11.5% | -3.6% | +15.1% | +11.6% |
| 30D | +24.1% | +12.5% | +11.6% | +23.5% |
| 3M | +17.9% | +40.6% | -22.7% | +16.1% |
| 6M | +49.6% | +0.5% | +49.1% | +50.6% |
| YTD | +129.0% | +29.0% | +100.0% | +120.0% |
| 1Y | +112.0% | +43.8% | +68.2% | +99.0% |
| 3Y | +102.3% | +266.3% | -164.0% | +54.0% |
| 5Y | +224.5% | +255.1% | -30.6% | +145.2% |
| All | +224.5% | +252.7% | -28.1% | +145.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling