+303.5%
MXL vs AMP
+11.4%
+292.1%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.8% | +6.3% | +5.7% |
| 7D | +1.6% | +0.2% | +1.4% | +1.6% |
| 30D | -7.0% | -0.1% | -6.9% | -7.0% |
| 3M | -33.4% | +23.6% | -57.0% | -37.9% |
| 6M | +260.2% | +20.4% | +239.8% | +237.0% |
| YTD | +260.0% | +15.4% | +244.5% | +238.9% |
| 1Y | +303.5% | +11.0% | +292.5% | +268.9% |
| All | +303.5% | +11.4% | +292.1% | +268.9% |
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