+782.8%
PH vs AMP
+584.2%
+198.6%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.3% | -1.9% | -1.8% |
| 7D | -3.1% | -2.0% | -1.1% | -1.8% |
| 30D | -11.8% | -1.7% | -10.1% | -10.8% |
| 3M | +6.9% | +23.2% | -16.3% | -7.4% |
| 6M | -1.3% | +22.2% | -23.4% | -14.4% |
| YTD | +7.0% | +14.0% | -7.0% | -3.8% |
| 1Y | +23.1% | +14.0% | +9.1% | +10.4% |
| 3Y | +135.4% | +67.0% | +68.4% | +62.5% |
| 5Y | +250.3% | +123.2% | +127.1% | +95.5% |
| All | +782.8% | +584.2% | +198.6% | +152.7% |
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 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