+122.5%
AMP vs UUUU
+79.1%
+43.4%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -5.0% | +5.7% | +1.2% |
| 7D | -0.5% | -10.5% | +10.0% | +0.6% |
| 30D | -1.3% | -10.5% | +9.2% | -0.4% |
| 3M | +24.2% | -14.1% | +38.3% | +25.4% |
| 6M | +24.6% | -35.5% | +60.0% | +28.4% |
| YTD | +14.8% | -10.9% | +25.8% | +11.9% |
| 1Y | +12.8% | +3.4% | +9.4% | +5.1% |
| 3Y | +69.0% | +73.1% | -4.2% | +37.2% |
| All | +122.5% | +79.1% | +43.4% | +69.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling