+569.3%
AMP vs WING
+407.7%
+161.6%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +6.0% | -5.2% | -0.5% |
| 7D | -0.5% | +7.2% | -7.8% | -2.0% |
| 30D | -1.3% | +4.8% | -6.1% | -2.6% |
| 3M | +24.2% | -23.7% | +47.9% | +30.2% |
| 6M | +24.6% | -43.6% | +68.1% | +38.0% |
| YTD | +14.8% | -50.6% | +65.4% | +30.1% |
| 1Y | +12.8% | -57.0% | +69.8% | +30.9% |
| 3Y | +69.0% | -28.3% | +97.2% | +59.8% |
| 5Y | +124.9% | -32.4% | +157.3% | +104.0% |
| All | +569.3% | +407.7% | +161.6% | +240.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 WING 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