+2,172.4%
AMP vs MDY
+572.2%
+1,600.2%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.1% | -0.4% |
| 7D | -0.5% | -1.9% | +1.3% | +2.0% |
| 30D | -1.3% | -4.6% | +3.3% | +5.2% |
| 3M | +24.2% | -1.2% | +25.4% | +25.8% |
| 6M | +24.6% | +9.2% | +15.4% | +9.0% |
| YTD | +14.8% | +13.1% | +1.8% | -4.2% |
| 1Y | +12.8% | +13.0% | -0.2% | -6.0% |
| 3Y | +69.0% | +49.2% | +19.8% | -6.6% |
| 5Y | +124.9% | +47.2% | +77.6% | +26.1% |
| 10Y | +583.5% | +176.0% | +407.6% | +67.7% |
| All | +2,172.4% | +572.2% | +1,600.2% | +90.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 all: compounded portfolio wealth divided by compounded MDY 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…
all analysis · Full analysis span regression · 6 months rolling