+1,341.2%
MU vs AMP
+70.1%
+1,271.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.7% | -0.9% | -1.2% |
| 7D | +7.2% | +2.6% | +4.6% | +5.5% |
| 30D | +14.0% | +0.8% | +13.1% | +13.1% |
| 3M | +5.4% | +24.3% | -18.9% | -9.9% |
| 6M | +170.3% | +20.6% | +149.7% | +135.1% |
| YTD | +250.7% | +14.6% | +236.0% | +211.3% |
| 1Y | +662.1% | +14.5% | +647.6% | +574.4% |
| 3Y | +1,341.2% | +67.9% | +1,273.3% | +858.4% |
| All | +1,341.2% | +70.1% | +1,271.1% | +858.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling