-99.2%
MSTZ vs AMP
+26.2%
-125.4%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | -0.7% | +8.9% | +6.9% |
| 7D | -25.4% | +2.6% | -28.0% | -20.0% |
| 30D | -60.9% | +0.8% | -61.7% | -59.9% |
| 3M | -54.2% | +24.3% | -78.4% | -28.6% |
| 6M | -65.0% | +20.6% | -85.5% | -47.6% |
| YTD | -76.5% | +14.6% | -91.1% | -65.9% |
| 1Y | -23.4% | +14.5% | -37.9% | +13.7% |
| All | -99.2% | +26.2% | -125.4% | -96.3% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling