+362.6%
PSX vs AMP
+122.1%
+240.4%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.7% | -0.4% | 0.0% |
| 7D | +1.7% | -0.5% | +2.2% | +2.0% |
| 30D | +15.6% | -1.3% | +17.0% | +16.3% |
| 3M | +46.5% | +24.2% | +22.3% | +31.0% |
| 6M | +55.0% | +24.6% | +30.4% | +37.7% |
| YTD | +105.3% | +14.8% | +90.5% | +89.1% |
| 1Y | +101.6% | +12.8% | +88.8% | +87.0% |
| 3Y | +134.1% | +69.0% | +65.2% | +75.7% |
| All | +362.6% | +122.1% | +240.4% | +185.9% |
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 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