+126.9%
TD vs AMP
+122.1%
+4.7%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.7% | 0.0% | +0.4% |
| 7D | -0.5% | -0.5% | 0.0% | -0.3% |
| 30D | -1.9% | -1.3% | -0.6% | -1.4% |
| 3M | +4.8% | +24.2% | -19.4% | -3.5% |
| 6M | +28.0% | +24.6% | +3.4% | +17.5% |
| YTD | +30.3% | +14.8% | +15.5% | +22.8% |
| 1Y | +59.8% | +12.8% | +47.0% | +51.3% |
| 3Y | +124.7% | +69.0% | +55.7% | +70.6% |
| All | +126.9% | +122.1% | +4.7% | +47.3% |
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