+741.5%
TT vs AMP
+476.7%
+264.8%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +0.9% | +0.9% |
| 7D | +3.5% | -1.1% | +4.6% | +4.0% |
| 30D | -11.0% | +4.4% | -15.4% | -12.9% |
| 3M | -12.0% | -7.3% | -4.7% | -9.4% |
| 6M | -10.4% | +12.9% | -23.3% | -15.9% |
| YTD | +9.9% | +7.5% | +2.5% | +4.8% |
| 1Y | +1.5% | +13.3% | -11.9% | -5.7% |
| 3Y | +93.7% | +60.8% | +32.9% | +50.6% |
| 5Y | +139.2% | +82.7% | +56.6% | +72.7% |
| 10Y | +741.5% | +468.7% | +272.8% | +268.1% |
| All | +741.5% | +476.7% | +264.8% | +268.1% |
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