+145.0%
TT vs AMP
+122.1%
+22.9%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.3% | -0.1% |
| 7D | +1.6% | +2.6% | -1.0% | +0.3% |
| 30D | -7.3% | +0.8% | -8.2% | -7.7% |
| 3M | -2.6% | +24.3% | -26.8% | -12.5% |
| 6M | +5.9% | +20.6% | -14.7% | -3.8% |
| YTD | +15.4% | +14.6% | +0.8% | +6.8% |
| 1Y | +8.2% | +14.5% | -6.3% | -0.2% |
| 3Y | +122.7% | +67.9% | +54.7% | +62.6% |
| 5Y | +145.0% | +122.5% | +22.5% | +49.8% |
| All | +145.0% | +122.1% | +22.9% | +49.8% |
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