+107.3%
USO vs AMRZ
-20.3%
+127.5%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -1.3% | +6.9% | +5.1% |
| 7D | +11.5% | -8.1% | +19.6% | +7.9% |
| 30D | +24.1% | -14.8% | +38.9% | +16.7% |
| 3M | +17.9% | -19.7% | +37.7% | +9.6% |
| 6M | +49.6% | -30.8% | +80.4% | +37.3% |
| YTD | +129.0% | -24.3% | +153.3% | +108.9% |
| 1Y | +112.0% | -24.0% | +136.0% | +93.2% |
| All | +107.3% | -20.3% | +127.5% | +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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling