+802.8%
TEAM vs AMP
+533.0%
+269.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.8% | -1.8% | -2.3% |
| 7D | -0.4% | +0.2% | -0.7% | -0.5% |
| 30D | +67.3% | -0.1% | +67.4% | +67.1% |
| 3M | +86.8% | +23.6% | +63.2% | +71.6% |
| 6M | +146.8% | +20.4% | +126.5% | +128.5% |
| YTD | +16.9% | +15.4% | +1.5% | +9.6% |
| 1Y | +12.8% | +11.0% | +1.8% | +7.2% |
| 3Y | -7.3% | +70.5% | -77.7% | -25.1% |
| 5Y | -50.7% | +121.4% | -172.1% | -63.4% |
| 10Y | +529.8% | +575.6% | -45.8% | +195.2% |
| All | +802.8% | +533.0% | +269.8% | +346.0% |
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