-8.6%
TEL vs AMP
+18.6%
-27.2%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.5% | -4.3% | -1.3% |
| 7D | -0.5% | +7.7% | -8.1% | -3.0% |
| 30D | +0.6% | +6.6% | -6.0% | -1.7% |
| 3M | +2.0% | -4.7% | +6.7% | +3.6% |
| 6M | +8.1% | +12.9% | -4.8% | +2.6% |
| YTD | -2.2% | +8.6% | -10.8% | -9.4% |
| 1Y | -8.6% | +18.2% | -26.8% | -21.7% |
| All | -8.6% | +18.6% | -27.2% | -21.7% |
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