+102.2%
USO vs AMT
+13.5%
+88.6%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +4.0% | -12.1% | -7.7% |
| 7D | -12.7% | +6.0% | -18.7% | -12.3% |
| 30D | +1.0% | +20.1% | -19.1% | +2.7% |
| 3M | +25.6% | +12.4% | +13.2% | +27.1% |
| 6M | -1.5% | +9.9% | -11.4% | -0.2% |
| YTD | +110.3% | +14.4% | +95.9% | +106.6% |
| 1Y | +102.2% | +12.4% | +89.7% | +100.2% |
| All | +102.2% | +13.5% | +88.6% | +100.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT 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 AMT 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