-75.3%
PCG vs AMP
+570.9%
-646.2%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.9% | -3.4% | -3.9% |
| 7D | +6.5% | 0.0% | +6.4% | +6.5% |
| 30D | -16.7% | -1.0% | -15.7% | -16.4% |
| 3M | -14.2% | +23.2% | -37.4% | -21.1% |
| 6M | -21.5% | +20.4% | -41.9% | -27.4% |
| YTD | -11.2% | +13.6% | -24.8% | -16.5% |
| 1Y | -4.2% | +13.4% | -17.6% | -10.1% |
| 3Y | -14.9% | +66.5% | -81.4% | -33.0% |
| 5Y | +54.2% | +120.2% | -66.0% | +5.3% |
| 10Y | -75.3% | +576.5% | -651.8% | -87.6% |
| All | -75.3% | +570.9% | -646.2% | -87.6% |
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 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