+127.0%
MP vs AMP
+54.6%
+72.4%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -1.5% | +6.5% | +5.6% |
| 7D | -10.5% | +2.2% | -12.7% | -11.5% |
| 30D | -23.5% | +2.2% | -25.8% | -24.4% |
| 3M | -25.4% | -10.4% | -15.0% | -22.1% |
| 6M | -51.3% | +5.8% | -57.1% | -53.1% |
| YTD | -29.9% | +3.3% | -33.2% | -32.3% |
| 1Y | -31.8% | +11.1% | -42.9% | -36.5% |
| 3Y | +127.0% | +56.0% | +70.9% | +16.6% |
| All | +127.0% | +54.6% | +72.4% | +16.6% |
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