+82.7%
SYF vs AMP
+118.1%
-35.4%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.9% | -0.8% | -0.8% |
| 7D | -1.3% | 0.0% | -1.3% | -1.3% |
| 30D | -1.1% | -1.0% | -0.1% | -0.2% |
| 3M | +7.4% | +23.2% | -15.8% | -11.2% |
| 6M | +16.2% | +20.4% | -4.2% | -2.3% |
| YTD | -6.1% | +13.6% | -19.8% | -17.5% |
| 1Y | +3.4% | +13.4% | -10.0% | -9.1% |
| 3Y | +162.9% | +66.5% | +96.4% | +66.3% |
| All | +82.7% | +118.1% | -35.4% | -11.7% |
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