-10.3%
MSFU vs AMP
+12.5%
-22.8%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.2% | -0.8% | -0.1% |
| 7D | -2.8% | +3.9% | -6.7% | -4.4% |
| 30D | -5.3% | +5.1% | -10.4% | -7.0% |
| 3M | +7.2% | -8.7% | +15.9% | +11.1% |
| 6M | +51.0% | +11.4% | +39.6% | +48.0% |
| YTD | -1.2% | +7.3% | -8.6% | -0.9% |
| 1Y | -10.3% | +14.6% | -24.9% | -6.5% |
| All | -10.3% | +12.5% | -22.8% | -6.5% |
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