+8,000.3%
MU vs AMP
+2,123.7%
+5,876.6%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.8% | +6.9% | +6.6% |
| 7D | +9.0% | +0.2% | +8.8% | +8.8% |
| 30D | +13.8% | -0.1% | +13.9% | +13.6% |
| 3M | +2.1% | +23.6% | -21.5% | -11.8% |
| 6M | +153.8% | +20.4% | +133.4% | +122.1% |
| YTD | +256.4% | +15.4% | +241.0% | +217.0% |
| 1Y | +719.8% | +11.0% | +708.8% | +643.7% |
| 3Y | +1,360.4% | +70.5% | +1,289.9% | +925.3% |
| 5Y | +1,312.4% | +121.4% | +1,191.0% | +738.9% |
| 10Y | +6,142.6% | +575.6% | +5,567.0% | +1,615.2% |
| All | +8,000.3% | +2,123.7% | +5,876.6% | +953.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling