+60.7%
BMY vs AMP
+589.3%
-528.6%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.9% | -0.3% |
| 7D | -4.8% | -0.5% | -4.2% | -4.6% |
| 30D | -0.1% | -1.3% | +1.2% | +0.2% |
| 3M | +13.1% | +24.2% | -11.1% | +7.8% |
| 6M | +8.4% | +24.6% | -16.2% | +3.1% |
| YTD | +22.0% | +14.8% | +7.1% | +17.7% |
| 1Y | +40.3% | +12.8% | +27.5% | +35.7% |
| 3Y | +20.5% | +69.0% | -48.5% | +4.7% |
| 5Y | +23.7% | +124.9% | -101.1% | -2.0% |
| All | +60.7% | +589.3% | -528.6% | -14.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 AMP 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