+190.8%
EQT vs AMP
+122.1%
+68.6%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.7% | -2.4% | -2.0% |
| 7D | -2.0% | -0.5% | -1.5% | -1.8% |
| 30D | 0.0% | -1.3% | +1.3% | +0.6% |
| 3M | +5.9% | +24.2% | -18.3% | -5.2% |
| 6M | -14.8% | +24.6% | -39.3% | -24.2% |
| YTD | +1.8% | +14.8% | -13.1% | -6.5% |
| 1Y | +7.4% | +12.8% | -5.4% | -0.7% |
| 3Y | +33.6% | +69.0% | -35.3% | -5.2% |
| All | +190.8% | +122.1% | +68.6% | +64.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling