+99.7%
TXN vs AMP
+18.6%
+81.2%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.5% | -4.8% | -0.8% |
| 7D | +1.0% | +7.7% | -6.7% | +0.2% |
| 30D | +6.1% | +6.6% | -0.4% | +5.3% |
| 3M | +10.4% | -4.7% | +15.1% | +10.9% |
| 6M | +12.6% | +12.9% | -0.3% | +9.8% |
| YTD | +83.5% | +8.6% | +74.8% | +75.5% |
| 1Y | +99.7% | +18.2% | +81.5% | +77.7% |
| All | +99.7% | +18.6% | +81.2% | +77.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling