+2,323.6%
TT vs AMP
+1,943.9%
+379.7%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.3% | +1.1% | +0.4% |
| 7D | +8.1% | +1.2% | +6.9% | +7.5% |
| 30D | -11.3% | +4.4% | -15.7% | -13.3% |
| 3M | -11.2% | -8.8% | -2.4% | -7.7% |
| 6M | -8.9% | +9.9% | -18.8% | -13.7% |
| YTD | +9.7% | +6.1% | +3.6% | +4.9% |
| 1Y | +1.3% | +10.6% | -9.3% | -5.2% |
| 3Y | +93.4% | +58.8% | +34.5% | +49.7% |
| 5Y | +133.5% | +79.0% | +54.6% | +68.1% |
| 10Y | +739.9% | +461.5% | +278.4% | +217.3% |
| All | +2,323.6% | +1,943.9% | +379.7% | +312.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling