+432.7%
SN vs AMP
+55.3%
+377.4%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.3% | -1.7% | -2.2% |
| 7D | +1.4% | +1.2% | +0.2% | +0.6% |
| 30D | +16.6% | +4.4% | +12.2% | +13.2% |
| 3M | +18.3% | -8.8% | +27.1% | +25.3% |
| 6M | +103.1% | +9.9% | +93.1% | +87.8% |
| YTD | +96.7% | +6.1% | +90.6% | +83.3% |
| 1Y | +134.3% | +10.6% | +123.8% | +111.2% |
| 3Y | +425.2% | +58.8% | +366.4% | +295.5% |
| All | +432.7% | +55.3% | +377.4% | +290.1% |
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