+123.2%
AMP vs BUD
+44.8%
+78.5%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.5% |
| 7D | -2.0% | -3.2% | +1.2% | -0.9% |
| 30D | -1.7% | -3.7% | +2.0% | -0.3% |
| 3M | +23.2% | -4.4% | +27.7% | +24.8% |
| 6M | +22.2% | +7.7% | +14.4% | +17.5% |
| YTD | +14.0% | +23.1% | -9.1% | +3.1% |
| 1Y | +14.0% | +33.6% | -19.6% | -0.7% |
| 3Y | +67.0% | +44.7% | +22.3% | +34.0% |
| 5Y | +123.2% | +44.9% | +78.3% | +76.2% |
| All | +123.2% | +44.8% | +78.5% | +76.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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