+164.3%
INTC vs AMP
+65.4%
+98.9%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.3% | -5.9% | -5.8% |
| 7D | +9.4% | -2.0% | +11.5% | +10.8% |
| 30D | +2.7% | -1.7% | +4.3% | +3.6% |
| 3M | -6.3% | +23.2% | -29.5% | -19.8% |
| 6M | +114.5% | +22.2% | +92.3% | +83.8% |
| YTD | +171.9% | +14.0% | +157.9% | +143.7% |
| 1Y | +305.0% | +14.0% | +291.0% | +262.1% |
| All | +164.3% | +65.4% | +98.9% | +81.2% |
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