+2,726.1%
GWW vs AMP
+2,108.3%
+617.8%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.7% | -2.0% | -2.4% |
| 7D | -1.5% | +2.6% | -4.1% | -2.4% |
| 30D | +1.1% | +0.8% | +0.3% | +0.8% |
| 3M | -1.0% | +24.3% | -25.2% | -8.6% |
| 6M | +16.3% | +20.6% | -4.2% | +8.3% |
| YTD | +28.5% | +14.6% | +13.9% | +21.4% |
| 1Y | +30.3% | +14.5% | +15.7% | +22.9% |
| 3Y | +91.6% | +67.9% | +23.7% | +56.5% |
| 5Y | +224.0% | +122.5% | +101.5% | +135.6% |
| 10Y | +551.3% | +573.3% | -22.0% | +208.2% |
| All | +2,726.1% | +2,108.3% | +617.8% | +729.1% |
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 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