+97.2%
GD vs AMP
+121.7%
-24.5%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.8% | -1.0% | -1.5% |
| 7D | -5.3% | +0.2% | -5.5% | -5.3% |
| 30D | -6.4% | -0.1% | -6.3% | -6.4% |
| 3M | +5.7% | +23.6% | -17.9% | -1.0% |
| 6M | -0.9% | +20.4% | -21.3% | -6.7% |
| YTD | +8.2% | +15.4% | -7.3% | +2.9% |
| 1Y | +13.4% | +11.0% | +2.5% | +9.1% |
| 3Y | +68.5% | +70.5% | -2.0% | +39.1% |
| All | +97.2% | +121.7% | -24.5% | +42.8% |
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