+37.9%
NTR vs AMP
+66.7%
-28.8%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.7% | -1.1% | -0.5% |
| 7D | -1.3% | -0.5% | -0.8% | -1.2% |
| 30D | +16.8% | -1.3% | +18.1% | +17.1% |
| 3M | +20.7% | +24.2% | -3.4% | +14.0% |
| 6M | +0.5% | +24.6% | -24.0% | -5.2% |
| YTD | +29.2% | +14.8% | +14.4% | +23.8% |
| 1Y | +39.6% | +12.8% | +26.8% | +34.3% |
| 3Y | +37.9% | +69.0% | -31.1% | -0.7% |
| All | +37.9% | +66.7% | -28.8% | -0.7% |
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