-54.6%
PODD vs AMP
+118.7%
-173.3%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.3% | -2.6% | -2.5% |
| 7D | -10.6% | -2.0% | -8.5% | -9.7% |
| 30D | -6.9% | -1.7% | -5.2% | -6.2% |
| 3M | -10.6% | +23.2% | -33.9% | -18.7% |
| 6M | -43.5% | +22.2% | -65.6% | -48.6% |
| YTD | -52.6% | +14.0% | -66.6% | -55.9% |
| 1Y | -60.1% | +14.0% | -74.1% | -62.9% |
| 3Y | -21.7% | +67.0% | -88.7% | -42.5% |
| 5Y | -54.6% | +123.2% | -177.8% | -71.7% |
| All | -54.6% | +118.7% | -173.3% | -71.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling