+102.3%
INTC vs AMP
+118.7%
-16.4%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.3% | -5.9% | -5.7% |
| 7D | +9.4% | -2.0% | +11.5% | +10.7% |
| 30D | +2.7% | -1.7% | +4.3% | +3.5% |
| 3M | -6.3% | +23.2% | -29.5% | -18.3% |
| 6M | +114.5% | +22.2% | +92.3% | +87.3% |
| YTD | +171.9% | +14.0% | +157.9% | +147.0% |
| 1Y | +305.0% | +14.0% | +291.0% | +267.5% |
| 3Y | +168.3% | +67.0% | +101.4% | +96.2% |
| 5Y | +102.3% | +123.2% | -20.9% | +23.3% |
| All | +102.3% | +118.7% | -16.4% | +23.3% |
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