-44.8%
MP vs AMP
+10.0%
-54.8%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -1.5% | +6.5% | +5.3% |
| 7D | -10.5% | +2.2% | -12.7% | -11.0% |
| 30D | -23.5% | +2.2% | -25.8% | -23.9% |
| 3M | -25.4% | -10.4% | -15.0% | -23.2% |
| 6M | -51.3% | +5.8% | -57.1% | -52.4% |
| YTD | -29.9% | +3.3% | -33.2% | -33.2% |
| All | -44.8% | +10.0% | -54.8% | -49.7% |
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