+78.2%
HBAN vs AMP
+66.7%
+11.6%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | 0.0% | +0.2% |
| 7D | -1.0% | -0.5% | -0.5% | -0.6% |
| 30D | -5.6% | -1.3% | -4.3% | -4.7% |
| 3M | -1.1% | +24.2% | -25.3% | -16.2% |
| 6M | +9.9% | +24.6% | -14.7% | -7.6% |
| YTD | -0.9% | +14.8% | -15.8% | -11.7% |
| 1Y | -1.4% | +12.8% | -14.2% | -11.0% |
| 3Y | +78.2% | +69.0% | +9.2% | +5.6% |
| All | +78.2% | +66.7% | +11.6% | +5.6% |
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