+195.5%
IWD vs AMP
+584.2%
-388.8%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.6% | -0.4% |
| 7D | -2.3% | -2.0% | -0.3% | -1.5% |
| 30D | -1.8% | -1.7% | -0.1% | -1.1% |
| 3M | +8.0% | +23.2% | -15.2% | -1.4% |
| 6M | +17.0% | +22.2% | -5.2% | +6.8% |
| YTD | +21.3% | +14.0% | +7.3% | +13.5% |
| 1Y | +27.9% | +14.0% | +14.0% | +19.5% |
| 3Y | +70.1% | +67.0% | +3.1% | +32.2% |
| 5Y | +74.2% | +123.2% | -49.0% | +16.5% |
| All | +195.5% | +584.2% | -388.8% | +26.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling