+438.6%
PWR vs AMP
+118.7%
+319.8%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.3% | -1.6% | -1.5% |
| 7D | -0.2% | -2.0% | +1.8% | +0.8% |
| 30D | -7.7% | -1.7% | -6.1% | -7.1% |
| 3M | -4.9% | +23.2% | -28.2% | -15.1% |
| 6M | +9.7% | +22.2% | -12.4% | -1.9% |
| YTD | +46.7% | +14.0% | +32.7% | +34.5% |
| 1Y | +58.7% | +14.0% | +44.7% | +45.1% |
| 3Y | +200.7% | +67.0% | +133.7% | +114.4% |
| 5Y | +438.6% | +123.2% | +315.3% | +222.6% |
| All | +438.6% | +118.7% | +319.8% | +222.6% |
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 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