+77.9%
TEM vs AMP
+26.8%
+51.1%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +1.2% | -6.8% | -6.7% |
| 7D | -5.9% | +3.9% | -9.8% | -9.1% |
| 30D | +4.8% | +5.1% | -0.3% | -0.2% |
| 3M | +31.9% | -8.7% | +40.6% | +42.7% |
| 6M | +56.0% | +11.4% | +44.6% | +35.3% |
| YTD | +21.3% | +7.3% | +13.9% | +8.1% |
| 1Y | +5.4% | +14.6% | -9.2% | -13.3% |
| All | +77.9% | +26.8% | +51.1% | +57.2% |
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 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