+215.2%
PODD vs AMP
+589.3%
-374.0%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.7% | -2.8% | -2.3% |
| 7D | -10.5% | -0.5% | -10.0% | -10.4% |
| 30D | -9.0% | -1.3% | -7.7% | -8.6% |
| 3M | -11.5% | +24.2% | -35.7% | -18.0% |
| 6M | -44.7% | +24.6% | -69.3% | -48.9% |
| YTD | -53.6% | +14.8% | -68.4% | -56.1% |
| 1Y | -61.0% | +12.8% | -73.7% | -62.9% |
| 3Y | -24.7% | +69.0% | -93.7% | -38.5% |
| 5Y | -55.5% | +124.9% | -180.3% | -67.2% |
| All | +215.2% | +589.3% | -374.0% | +64.9% |
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 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