+83.1%
SM vs AMP
+12.5%
+70.7%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.2% | -1.3% | 0.0% |
| 7D | +9.4% | +3.9% | +5.5% | +9.9% |
| 30D | -14.4% | +5.1% | -19.5% | -13.8% |
| 3M | +1.6% | -8.7% | +10.2% | +2.7% |
| 6M | +6.3% | +11.4% | -5.1% | +6.0% |
| YTD | +78.8% | +7.3% | +71.5% | +79.1% |
| 1Y | +83.1% | +14.6% | +68.6% | +74.9% |
| All | +83.1% | +12.5% | +70.7% | +74.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling