+112.2%
USO vs WTW
-3.2%
+115.4%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.1% | -2.3% | -2.2% |
| 7D | +9.1% | -5.7% | +14.8% | +8.7% |
| 30D | +21.7% | -7.3% | +28.9% | +21.1% |
| 3M | +20.2% | +21.5% | -1.2% | +20.0% |
| 6M | +43.4% | +9.6% | +33.7% | +43.5% |
| YTD | +124.0% | -3.3% | +127.3% | +124.2% |
| 1Y | +112.2% | -6.1% | +118.3% | +113.1% |
| All | +112.2% | -3.2% | +115.4% | +113.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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