+569.3%
AMP vs UUUU
+465.5%
+103.8%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -5.0% | +5.7% | +1.4% |
| 7D | -0.5% | -10.5% | +10.0% | +0.8% |
| 30D | -1.3% | -10.5% | +9.2% | -0.1% |
| 3M | +24.2% | -14.1% | +38.3% | +25.7% |
| 6M | +24.6% | -35.5% | +60.0% | +29.2% |
| YTD | +14.8% | -10.9% | +25.8% | +11.7% |
| 1Y | +12.8% | +3.4% | +9.4% | +4.7% |
| 3Y | +69.0% | +73.1% | -4.2% | +36.3% |
| 5Y | +124.9% | +87.1% | +37.7% | +68.0% |
| All | +569.3% | +465.5% | +103.8% | +221.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling