+453.7%
MP vs AMP
+313.2%
+140.5%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.7% | +2.2% | +2.1% |
| 7D | +3.0% | +2.6% | +0.4% | +1.0% |
| 30D | +8.3% | +0.8% | +7.5% | +7.6% |
| 3M | -3.8% | +24.3% | -28.1% | -19.4% |
| 6M | -4.9% | +20.6% | -25.5% | -18.7% |
| YTD | +9.6% | +14.6% | -5.0% | -3.6% |
| 1Y | -11.7% | +14.5% | -26.3% | -22.8% |
| 3Y | +158.5% | +67.9% | +90.6% | +50.5% |
| 5Y | +68.9% | +122.5% | -53.6% | -22.7% |
| All | +453.7% | +313.2% | +140.5% | +84.0% |
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