+287.6%
MP vs AMP
+286.9%
+0.7%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.2% | +2.3% | +2.6% |
| 7D | +9.5% | +3.9% | +5.5% | +6.5% |
| 30D | -3.0% | +5.1% | -8.1% | -6.8% |
| 3M | -30.4% | -8.7% | -21.7% | -26.1% |
| 6M | -39.2% | +11.4% | -50.6% | -45.3% |
| YTD | -23.3% | +7.3% | -30.6% | -29.7% |
| 1Y | -32.6% | +14.6% | -47.2% | -41.5% |
| 3Y | +159.3% | +61.2% | +98.0% | +53.6% |
| 5Y | -16.4% | +81.0% | -97.5% | -55.7% |
| All | +287.6% | +286.9% | +0.7% | +34.2% |
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 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