-19.4%
MSFU vs AMP
+13.8%
-33.2%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.3% | 0.0% | +0.2% |
| 7D | -6.9% | -2.0% | -4.9% | -6.1% |
| 30D | -5.1% | -1.7% | -3.4% | -4.4% |
| 3M | +44.6% | +23.2% | +21.4% | +36.9% |
| 6M | +32.8% | +22.2% | +10.6% | +25.4% |
| YTD | -10.1% | +14.0% | -24.0% | -14.3% |
| 1Y | -19.4% | +14.0% | -33.4% | -21.9% |
| All | -19.4% | +13.8% | -33.2% | -21.9% |
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