+246.7%
THC vs AMP
+70.1%
+176.5%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.7% | -1.6% | -2.0% |
| 7D | -2.6% | +2.6% | -5.1% | -3.6% |
| 30D | -1.2% | +0.8% | -2.0% | -1.6% |
| 3M | +58.9% | +24.3% | +34.7% | +45.7% |
| 6M | +9.3% | +20.6% | -11.2% | +1.2% |
| YTD | +30.4% | +14.6% | +15.7% | +21.5% |
| 1Y | +34.6% | +14.5% | +20.1% | +25.3% |
| 3Y | +246.7% | +67.9% | +178.7% | +128.7% |
| All | +246.7% | +70.1% | +176.5% | +128.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling