+782.9%
ENTG vs AMP
+589.3%
+193.7%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.7% | +1.4% | +1.7% |
| 7D | +1.2% | -0.5% | +1.7% | +1.5% |
| 30D | -12.9% | -1.3% | -11.5% | -12.3% |
| 3M | -3.1% | +24.2% | -27.3% | -17.2% |
| 6M | +21.0% | +24.6% | -3.6% | +3.1% |
| YTD | +67.0% | +14.8% | +52.2% | +48.9% |
| 1Y | +68.6% | +12.8% | +55.8% | +52.8% |
| 3Y | +48.6% | +69.0% | -20.3% | +4.5% |
| 5Y | +18.6% | +124.9% | -106.2% | -28.5% |
| All | +782.9% | +589.3% | +193.7% | +180.0% |
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