+11.7%
DASH vs AMP
+215.0%
-203.3%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.8% | -3.8% | -4.1% |
| 7D | -10.6% | +0.2% | -10.8% | -10.7% |
| 30D | +2.2% | -0.1% | +2.2% | +2.1% |
| 3M | +32.3% | +23.6% | +8.7% | +13.7% |
| 6M | +19.1% | +20.4% | -1.2% | +3.9% |
| YTD | -6.5% | +15.4% | -21.9% | -16.5% |
| 1Y | -14.9% | +11.0% | -25.9% | -22.2% |
| 3Y | +151.9% | +70.5% | +81.5% | +60.4% |
| 5Y | +9.4% | +121.4% | -111.9% | -43.3% |
| All | +11.7% | +215.0% | -203.3% | -48.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling