+40.1%
PYPL vs AMP
+589.3%
-549.2%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | 0.0% | +0.4% |
| 7D | -2.3% | -0.5% | -1.7% | -2.0% |
| 30D | -9.0% | -1.3% | -7.7% | -8.4% |
| 3M | +30.6% | +24.2% | +6.4% | +16.7% |
| 6M | +18.6% | +24.6% | -6.0% | +5.5% |
| YTD | -7.2% | +14.8% | -22.0% | -14.4% |
| 1Y | -19.3% | +12.8% | -32.0% | -24.9% |
| 3Y | -12.3% | +69.0% | -81.3% | -34.0% |
| 5Y | -80.9% | +124.9% | -205.8% | -87.5% |
| All | +40.1% | +589.3% | -549.2% | -40.6% |
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 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