+112.2%
USO vs AMRZ
-24.2%
+136.4%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.2% | -2.4% | -2.1% |
| 7D | +9.1% | -7.5% | +16.6% | +5.5% |
| 30D | +21.7% | -12.4% | +34.1% | +15.0% |
| 3M | +20.2% | -22.4% | +42.6% | +9.3% |
| 6M | +43.4% | -29.5% | +72.9% | +30.7% |
| YTD | +124.0% | -24.1% | +148.1% | +101.0% |
| 1Y | +112.2% | -26.3% | +138.5% | +89.4% |
| All | +112.2% | -24.2% | +136.4% | +89.4% |
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