-17.3%
TEM vs AMP
+11.4%
-28.7%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.8% | +0.7% | +0.3% |
| 7D | +0.9% | +0.2% | +0.7% | +0.8% |
| 30D | +38.4% | -0.1% | +38.5% | +38.0% |
| 3M | +23.7% | +23.6% | +0.1% | +8.8% |
| 6M | +26.0% | +20.4% | +5.6% | +12.6% |
| YTD | +9.4% | +15.4% | -6.0% | -0.5% |
| 1Y | -17.3% | +11.0% | -28.2% | -25.2% |
| All | -17.3% | +11.4% | -28.7% | -25.2% |
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