+692.8%
DIA vs AMP
+2,108.3%
-1,415.5%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.7% | -0.4% | -0.9% |
| 7D | +0.1% | +2.6% | -2.5% | -0.8% |
| 30D | -2.1% | +0.8% | -2.9% | -2.4% |
| 3M | +4.2% | +24.3% | -20.1% | -3.7% |
| 6M | +11.9% | +20.6% | -8.7% | +4.4% |
| YTD | +10.8% | +14.6% | -3.8% | +4.9% |
| 1Y | +17.5% | +14.5% | +3.0% | +11.0% |
| 3Y | +59.9% | +67.9% | -8.0% | +30.7% |
| 5Y | +64.1% | +122.5% | -58.4% | +19.5% |
| 10Y | +246.2% | +573.3% | -327.1% | +63.5% |
| All | +692.8% | +2,108.3% | -1,415.5% | +125.8% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling