+973.2%
THC vs AMP
+589.3%
+383.9%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | -0.4% |
| 7D | -0.5% | -0.5% | 0.0% | -0.2% |
| 30D | -1.2% | -1.3% | +0.2% | -0.5% |
| 3M | +52.3% | +24.2% | +28.1% | +33.1% |
| 6M | +12.4% | +24.6% | -12.2% | -2.3% |
| YTD | +32.7% | +14.8% | +17.9% | +19.4% |
| 1Y | +36.4% | +12.8% | +23.6% | +23.6% |
| 3Y | +259.3% | +69.0% | +190.3% | +143.2% |
| 5Y | +262.7% | +124.9% | +137.8% | +99.4% |
| All | +973.2% | +589.3% | +383.9% | +411.2% |
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 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