+91.4%
USO vs AMRZ
-14.5%
+105.8%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | -0.3% |
| 7D | +9.5% | -1.9% | +11.4% | +8.6% |
| 30D | +23.6% | -16.9% | +40.5% | +13.8% |
| 3M | +3.8% | -19.2% | +23.0% | -3.6% |
| 6M | +55.0% | -29.3% | +84.3% | +45.6% |
| YTD | +105.3% | -18.0% | +123.2% | +90.9% |
| 1Y | +91.4% | -15.1% | +106.5% | +75.9% |
| All | +91.4% | -14.5% | +105.8% | +75.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 AMRZ 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