-25.0%
HD vs AMP
+14.8%
-39.8%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.7% | +0.3% | +0.9% |
| 7D | -3.8% | -0.5% | -3.3% | -3.8% |
| 30D | -9.4% | -1.3% | -8.1% | -9.3% |
| 3M | -4.6% | +24.2% | -28.8% | -6.9% |
| 6M | -10.1% | +24.6% | -34.7% | -12.7% |
| YTD | -8.3% | +14.8% | -23.2% | -11.2% |
| 1Y | -25.0% | +12.8% | -37.8% | -28.1% |
| All | -25.0% | +14.8% | -39.8% | -28.1% |
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