+8.3%
DIS vs AMP
+18.6%
-10.3%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +4.5% | -0.3% | +2.8% |
| 7D | +9.1% | +7.7% | +1.4% | +6.7% |
| 30D | +14.8% | +6.6% | +8.2% | +12.6% |
| 3M | +21.2% | -4.7% | +25.9% | +22.7% |
| 6M | +18.3% | +12.9% | +5.4% | +14.0% |
| YTD | +5.4% | +8.6% | -3.3% | +0.3% |
| 1Y | +8.3% | +18.2% | -10.0% | -3.4% |
| All | +8.3% | +18.6% | -10.3% | -3.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling