+87.3%
AMP vs FGI
-70.0%
+157.3%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.5% | +0.3% |
| 7D | +3.3% | -4.1% | +7.4% | +3.4% |
| 30D | +4.2% | -3.4% | +7.6% | +4.3% |
| 3M | -6.4% | +61.8% | -68.2% | -7.5% |
| 6M | +12.4% | +17.0% | -4.6% | +11.3% |
| YTD | +7.4% | +31.4% | -24.0% | +5.4% |
| 1Y | +14.7% | +42.7% | -28.0% | +12.2% |
| 3Y | +60.8% | -0.1% | +60.9% | +56.8% |
| All | +87.3% | -70.0% | +157.3% | +86.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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