+11.0%
AMP vs UUUU
+27.9%
-17.0%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.8% | -1.6% | -0.8% |
| 7D | +0.2% | -1.4% | +1.6% | +0.2% |
| 30D | -0.1% | +16.3% | -16.4% | -0.3% |
| 3M | +23.6% | -16.7% | +40.3% | +23.9% |
| 6M | +20.4% | -33.7% | +54.0% | +20.8% |
| YTD | +15.4% | -0.5% | +15.9% | +14.9% |
| 1Y | +11.0% | +28.9% | -17.9% | +12.2% |
| All | +11.0% | +27.9% | -17.0% | +12.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 1y: compounded portfolio wealth divided by compounded UUUU 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…
1y analysis · Full analysis span regression · 6 months rolling