+851.5%
DE vs AMP
+589.3%
+262.2%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.1% | -0.7% |
| 7D | -2.6% | -0.5% | -2.0% | -2.3% |
| 30D | +9.0% | -1.3% | +10.4% | +9.6% |
| 3M | +19.1% | +24.2% | -5.1% | +6.5% |
| 6M | +14.4% | +24.6% | -10.2% | +1.8% |
| YTD | +45.9% | +14.8% | +31.1% | +34.2% |
| 1Y | +43.6% | +12.8% | +30.8% | +32.9% |
| 3Y | +75.9% | +69.0% | +6.9% | +29.4% |
| 5Y | +98.8% | +124.9% | -26.1% | +23.2% |
| All | +851.5% | +589.3% | +262.2% | +271.2% |
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 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