+77.0%
USO vs AMT
+96.3%
-19.3%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.2% | +2.9% | +2.7% |
| 7D | +6.2% | +1.5% | +4.8% | +6.1% |
| 30D | +19.1% | +3.7% | +15.4% | +18.6% |
| 3M | +14.2% | -7.2% | +21.4% | +15.0% |
| 6M | +43.7% | -4.2% | +47.9% | +44.0% |
| YTD | +116.8% | +1.9% | +115.0% | +115.5% |
| 1Y | +104.3% | -6.4% | +110.7% | +104.8% |
| 3Y | +91.5% | +7.7% | +83.8% | +84.0% |
| 5Y | +214.1% | -30.9% | +245.0% | +226.6% |
| 10Y | +77.0% | +105.4% | -28.4% | +66.0% |
| All | +77.0% | +96.3% | -19.3% | +66.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling