+103.1%
USO vs AMT
+13.8%
+89.3%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.1% | -4.0% | -3.9% |
| 7D | -9.1% | +0.4% | -9.4% | -8.9% |
| 30D | -3.7% | +3.7% | -7.4% | -3.2% |
| 3M | +20.9% | +10.7% | +10.2% | +23.1% |
| 6M | +6.8% | +9.3% | -2.5% | +8.7% |
| YTD | +106.3% | +10.9% | +95.3% | +110.4% |
| 1Y | +100.2% | +10.5% | +89.7% | +104.2% |
| 3Y | +103.1% | +15.5% | +87.5% | +110.1% |
| All | +103.1% | +13.8% | +89.3% | +110.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling