+91.4%
USO vs WU
-8.3%
+99.6%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +0.9% | -0.3% |
| 7D | +9.5% | -0.8% | +10.3% | +9.3% |
| 30D | +23.6% | -1.1% | +24.7% | +23.5% |
| 3M | +3.8% | -3.9% | +7.7% | +4.8% |
| 6M | +55.0% | -20.7% | +75.7% | +52.6% |
| YTD | +105.3% | -18.4% | +123.6% | +102.5% |
| 1Y | +91.4% | -8.1% | +99.4% | +85.4% |
| All | +91.4% | -8.3% | +99.6% | +85.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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