+7.6%
GD vs AMP
+12.5%
-4.9%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.2% | -1.1% | -0.2% |
| 7D | +2.7% | +3.9% | -1.3% | +1.6% |
| 30D | +8.6% | +5.1% | +3.5% | +7.1% |
| 3M | -7.1% | -8.7% | +1.6% | -5.1% |
| 6M | +7.5% | +11.4% | -4.0% | +4.2% |
| YTD | +9.9% | +7.3% | +2.6% | +6.5% |
| 1Y | +7.6% | +14.6% | -7.0% | +1.1% |
| All | +7.6% | +12.5% | -4.9% | +1.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling