-8.2%
DHR vs AMP
+66.7%
-74.9%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.9% | -0.4% |
| 7D | -3.6% | -0.5% | -3.1% | -3.5% |
| 30D | -2.7% | -1.3% | -1.4% | -2.4% |
| 3M | +10.9% | +24.2% | -13.3% | +2.7% |
| 6M | +3.0% | +24.6% | -21.5% | -4.9% |
| YTD | -12.2% | +14.8% | -27.0% | -17.1% |
| 1Y | +3.3% | +12.8% | -9.5% | -1.9% |
| 3Y | -8.2% | +69.0% | -77.2% | -28.4% |
| All | -8.2% | +66.7% | -74.9% | -28.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling