+629.0%
INTC vs AMP
+2,108.3%
-1,479.3%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -0.7% | +9.7% | +9.3% |
| 7D | +17.4% | +2.6% | +14.8% | +16.2% |
| 30D | +2.8% | +0.8% | +1.9% | +2.3% |
| 3M | -5.3% | +24.3% | -29.5% | -14.0% |
| 6M | +140.6% | +20.6% | +120.0% | +120.9% |
| YTD | +183.1% | +14.6% | +168.5% | +165.0% |
| 1Y | +326.8% | +14.5% | +312.2% | +299.7% |
| 3Y | +179.4% | +67.9% | +111.5% | +125.9% |
| 5Y | +111.7% | +122.5% | -10.8% | +51.3% |
| 10Y | +253.8% | +573.3% | -319.5% | +56.5% |
| All | +629.0% | +2,108.3% | -1,479.3% | +88.2% |
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 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