-43.2%
MP vs AMP
+14.4%
-57.6%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.3% | -3.7% | -3.5% |
| 7D | -3.6% | +3.3% | -7.0% | -4.4% |
| 30D | -21.0% | +4.2% | -25.2% | -21.8% |
| 3M | -33.3% | -6.4% | -26.9% | -32.1% |
| 6M | -45.9% | +12.4% | -58.3% | -48.4% |
| YTD | -27.8% | +7.4% | -35.3% | -31.9% |
| 1Y | -43.2% | +14.7% | -57.9% | -48.8% |
| All | -43.2% | +14.4% | -57.6% | -48.8% |
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