-33.8%
TRU vs AMP
+122.1%
-156.0%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.7% | +0.2% | +0.5% |
| 7D | -2.7% | -0.5% | -2.2% | -2.4% |
| 30D | -2.0% | -1.3% | -0.7% | -1.2% |
| 3M | +18.4% | +24.2% | -5.8% | +2.0% |
| 6M | +8.9% | +24.6% | -15.7% | -7.0% |
| YTD | -8.9% | +14.8% | -23.8% | -18.1% |
| 1Y | -15.9% | +12.8% | -28.7% | -23.5% |
| 3Y | -1.1% | +69.0% | -70.1% | -31.7% |
| All | -33.8% | +122.1% | -156.0% | -61.6% |
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