+98.2%
DG vs AMP
+589.3%
-491.1%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.7% | +0.6% | +1.2% |
| 7D | -6.5% | -0.5% | -6.0% | -6.4% |
| 30D | +4.2% | -1.3% | +5.5% | +4.4% |
| 3M | +9.5% | +24.2% | -14.7% | +5.2% |
| 6M | -13.1% | +24.6% | -37.7% | -16.7% |
| YTD | -4.8% | +14.8% | -19.7% | -7.6% |
| 1Y | +20.6% | +12.8% | +7.8% | +17.4% |
| 3Y | +4.9% | +69.0% | -64.0% | -8.0% |
| 5Y | -37.9% | +124.9% | -162.7% | -49.6% |
| All | +98.2% | +589.3% | -491.1% | +19.1% |
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 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