+1,098.3%
MPC vs AMP
+503.1%
+595.2%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.4% | -0.3% |
| 7D | -8.8% | +3.3% | -12.2% | -11.0% |
| 30D | -14.4% | +4.2% | -18.6% | -17.2% |
| 3M | +21.9% | -6.4% | +28.4% | +26.3% |
| 6M | +60.1% | +12.4% | +47.7% | +45.8% |
| YTD | +142.3% | +7.4% | +134.9% | +124.5% |
| 1Y | +101.7% | +14.7% | +87.0% | +78.3% |
| 3Y | +184.8% | +60.8% | +124.0% | +93.6% |
| 5Y | +564.6% | +83.4% | +481.2% | +293.2% |
| 10Y | +1,098.3% | +473.5% | +624.8% | +240.0% |
| All | +1,098.3% | +503.1% | +595.2% | +240.0% |
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