+197.5%
EWT vs AMP
+66.7%
+130.9%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.7% | +1.1% | +1.6% |
| 7D | -1.1% | -0.5% | -0.6% | -1.0% |
| 30D | +4.5% | -1.3% | +5.8% | +4.8% |
| 3M | +8.3% | +24.2% | -15.9% | +0.2% |
| 6M | +54.2% | +24.6% | +29.7% | +42.4% |
| YTD | +74.6% | +14.8% | +59.7% | +64.7% |
| 1Y | +84.9% | +12.8% | +72.1% | +75.3% |
| 3Y | +197.5% | +69.0% | +128.6% | +126.1% |
| All | +197.5% | +66.7% | +130.9% | +126.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling