-20.0%
DASH vs AMP
+14.8%
-34.8%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.7% | -4.6% | -5.0% |
| 7D | -11.2% | +2.6% | -13.8% | -12.2% |
| 30D | -7.3% | +0.8% | -8.2% | -7.7% |
| 3M | +31.4% | +24.3% | +7.2% | +19.6% |
| 6M | +11.9% | +20.6% | -8.7% | +2.7% |
| YTD | -11.5% | +14.6% | -26.1% | -17.6% |
| 1Y | -20.0% | +14.5% | -34.6% | -25.2% |
| All | -20.0% | +14.8% | -34.8% | -25.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling