+69.0%
AMP vs UUUU
+74.5%
-5.6%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -5.0% | +5.7% | +1.0% |
| 7D | -0.5% | -10.5% | +10.0% | 0.0% |
| 30D | -1.3% | -10.5% | +9.2% | -0.9% |
| 3M | +24.2% | -14.1% | +38.3% | +24.8% |
| 6M | +24.6% | -35.5% | +60.0% | +26.4% |
| YTD | +14.8% | -10.9% | +25.8% | +13.3% |
| 1Y | +12.8% | +3.4% | +9.4% | +8.6% |
| 3Y | +69.0% | +73.1% | -4.2% | +47.3% |
| All | +69.0% | +74.5% | -5.6% | +47.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling