+35.9%
EIX vs AMP
+459.2%
-423.4%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.2% | -0.8% | -0.1% |
| 7D | +1.4% | +3.9% | -2.6% | +0.1% |
| 30D | +8.5% | +5.1% | +3.4% | +6.7% |
| 3M | -13.5% | -8.7% | -4.8% | -11.1% |
| 6M | -12.4% | +11.4% | -23.8% | -15.9% |
| YTD | +5.9% | +7.3% | -1.4% | +2.1% |
| 1Y | +7.6% | +14.6% | -7.0% | +1.3% |
| 3Y | +12.8% | +61.2% | -48.5% | -7.3% |
| 5Y | +19.2% | +81.0% | -61.8% | -8.4% |
| All | +35.9% | +459.2% | -423.4% | -29.5% |
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