+118.9%
EOG vs AMP
+589.3%
-470.4%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | -0.5% |
| 7D | +1.5% | -0.5% | +2.0% | +1.8% |
| 30D | +2.9% | -1.3% | +4.3% | +3.4% |
| 3M | +8.7% | +24.2% | -15.5% | -4.0% |
| 6M | +12.9% | +24.6% | -11.7% | -1.1% |
| YTD | +43.8% | +14.8% | +29.0% | +30.5% |
| 1Y | +27.1% | +12.8% | +14.3% | +16.1% |
| 3Y | +25.9% | +69.0% | -43.1% | -11.2% |
| 5Y | +177.9% | +124.9% | +53.1% | +59.5% |
| All | +118.9% | +589.3% | -470.4% | -21.1% |
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