+225.0%
EQH vs AMP
+384.4%
-159.4%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.7% | +0.7% | +0.8% |
| 7D | +0.7% | -0.5% | +1.2% | +1.2% |
| 30D | +2.8% | -1.3% | +4.2% | +4.1% |
| 3M | +23.1% | +24.2% | -1.1% | +2.0% |
| 6M | +41.4% | +24.6% | +16.8% | +16.6% |
| YTD | +14.3% | +14.8% | -0.6% | +0.6% |
| 1Y | +1.6% | +12.8% | -11.2% | -9.5% |
| 3Y | +102.7% | +69.0% | +33.7% | +28.0% |
| 5Y | +104.5% | +124.9% | -20.3% | +0.9% |
| All | +225.0% | +384.4% | -159.4% | -18.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling