+537.0%
TDG vs AMP
+589.3%
-52.3%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.7% | +0.5% | +0.8% |
| 7D | -1.9% | -0.5% | -1.3% | -1.6% |
| 30D | -7.7% | -1.3% | -6.4% | -7.0% |
| 3M | -9.3% | +24.2% | -33.5% | -19.5% |
| 6M | -9.4% | +24.6% | -33.9% | -19.9% |
| YTD | -14.3% | +14.8% | -29.1% | -21.5% |
| 1Y | -11.8% | +12.8% | -24.6% | -18.8% |
| 3Y | +52.0% | +69.0% | -17.0% | +8.7% |
| 5Y | +128.8% | +124.9% | +4.0% | +37.2% |
| All | +537.0% | +589.3% | -52.3% | +149.9% |
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