+67.5%
MET vs AMP
+66.7%
+0.8%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.7% | -0.4% | -0.1% |
| 7D | -0.5% | -0.5% | 0.0% | -0.1% |
| 30D | +0.5% | -1.3% | +1.8% | +1.4% |
| 3M | +11.6% | +24.2% | -12.6% | -3.6% |
| 6M | +40.8% | +24.6% | +16.2% | +20.9% |
| YTD | +25.7% | +14.8% | +10.8% | +13.2% |
| 1Y | +24.4% | +12.8% | +11.6% | +13.2% |
| 3Y | +67.5% | +69.0% | -1.5% | +14.9% |
| All | +67.5% | +66.7% | +0.8% | +14.9% |
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 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