-1.6%
MDLN vs AMP
+9.2%
-10.8%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.4% | +4.5% | +13.9% | +16.9% |
| 7D | +24.7% | +7.7% | +17.0% | +22.3% |
| 30D | +12.7% | +6.6% | +6.1% | +10.8% |
| 3M | -4.0% | -4.7% | +0.7% | -3.6% |
| 6M | -8.7% | +12.9% | -21.6% | -11.6% |
| YTD | -3.9% | +8.6% | -12.5% | -3.9% |
| All | -1.6% | +9.2% | -10.8% | -1.5% |
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