+123.2%
MPC vs AMP
+14.8%
+108.4%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.7% | +3.0% | +2.4% |
| 7D | +3.9% | +2.6% | +1.3% | +3.3% |
| 30D | +33.8% | +0.8% | +32.9% | +33.5% |
| 3M | +49.9% | +24.3% | +25.6% | +42.8% |
| 6M | +80.9% | +20.6% | +60.4% | +74.7% |
| YTD | +147.4% | +14.6% | +132.8% | +141.3% |
| 1Y | +123.2% | +14.5% | +108.7% | +119.6% |
| All | +123.2% | +14.8% | +108.4% | +119.6% |
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 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