+48.4%
ELF vs AMP
+14.4%
+34.0%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.3% | -1.0% | -0.8% |
| 7D | +6.3% | +3.3% | +2.9% | +5.2% |
| 30D | +8.5% | +4.2% | +4.3% | +7.1% |
| 3M | +24.4% | -6.4% | +30.9% | +27.0% |
| 6M | +94.7% | +12.4% | +82.3% | +85.2% |
| YTD | +55.9% | +7.4% | +48.4% | +49.0% |
| 1Y | +48.4% | +14.7% | +33.7% | +32.8% |
| All | +48.4% | +14.4% | +34.0% | +32.8% |
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 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