+289.7%
SU vs AMP
+2,095.9%
-1,806.2%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.4% | -0.3% |
| 7D | +1.7% | -2.0% | +3.7% | +2.6% |
| 30D | +9.6% | -1.7% | +11.3% | +10.3% |
| 3M | +11.7% | +23.2% | -11.5% | +0.5% |
| 6M | +21.9% | +22.2% | -0.3% | +9.5% |
| YTD | +58.6% | +14.0% | +44.7% | +46.2% |
| 1Y | +66.5% | +14.0% | +52.5% | +52.9% |
| 3Y | +121.4% | +67.0% | +54.4% | +65.2% |
| 5Y | +355.7% | +123.2% | +232.5% | +189.8% |
| 10Y | +264.2% | +578.5% | -314.3% | +29.0% |
| All | +289.7% | +2,095.9% | -1,806.2% | -37.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling