+62.6%
TD vs AMP
+18.6%
+44.1%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +4.5% | -1.7% | +1.6% |
| 7D | +1.4% | +7.7% | -6.3% | -0.6% |
| 30D | +10.2% | +6.6% | +3.7% | +8.4% |
| 3M | +8.1% | -4.7% | +12.9% | +9.2% |
| 6M | +22.3% | +12.9% | +9.4% | +19.0% |
| YTD | +39.0% | +8.6% | +30.4% | +35.1% |
| 1Y | +62.6% | +18.2% | +44.4% | +55.7% |
| All | +62.6% | +18.6% | +44.1% | +55.7% |
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 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