+567.7%
ETR vs AMP
+2,108.3%
-1,540.6%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.7% | +1.9% | +1.3% |
| 7D | +1.4% | +2.6% | -1.2% | +0.8% |
| 30D | +1.9% | +0.8% | +1.0% | +1.6% |
| 3M | +1.0% | +24.3% | -23.3% | -4.0% |
| 6M | +4.8% | +20.6% | -15.7% | +0.2% |
| YTD | +19.5% | +14.6% | +4.9% | +15.1% |
| 1Y | +28.1% | +14.5% | +13.6% | +23.2% |
| 3Y | +151.1% | +67.9% | +83.2% | +119.3% |
| 5Y | +125.2% | +122.5% | +2.6% | +81.5% |
| 10Y | +291.1% | +573.3% | -282.2% | +135.8% |
| All | +567.7% | +2,108.3% | -1,540.6% | +176.3% |
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