+1,330.7%
AMP vs UUUU
-92.5%
+1,423.1%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -6.3% | +6.6% | +0.9% |
| 7D | -2.0% | -5.0% | +3.0% | -1.6% |
| 30D | -1.7% | -7.8% | +6.1% | -1.0% |
| 3M | +23.2% | -0.4% | +23.7% | +22.5% |
| 6M | +22.2% | -32.9% | +55.1% | +25.3% |
| YTD | +14.0% | -6.3% | +20.2% | +11.4% |
| 1Y | +14.0% | +7.9% | +6.1% | +7.9% |
| 3Y | +67.0% | +85.2% | -18.2% | +42.8% |
| 5Y | +123.2% | +97.0% | +26.3% | +82.4% |
| 10Y | +578.5% | +492.6% | +85.9% | +343.6% |
| All | +1,330.7% | -92.5% | +1,423.1% | +731.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling