+244.8%
NEE vs AMP
+589.3%
-344.4%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.9% | -0.3% |
| 7D | -1.3% | -0.5% | -0.8% | -1.2% |
| 30D | -3.3% | -1.3% | -2.0% | -3.1% |
| 3M | -2.3% | +24.2% | -26.4% | -7.4% |
| 6M | -8.9% | +24.6% | -33.4% | -13.9% |
| YTD | +4.8% | +14.8% | -10.1% | +0.6% |
| 1Y | +18.7% | +12.8% | +5.9% | +14.3% |
| 3Y | +33.2% | +69.0% | -35.7% | +13.7% |
| 5Y | +10.9% | +124.9% | -114.0% | -13.6% |
| All | +244.8% | +589.3% | -344.4% | +130.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling