-35.7%
U vs AMP
+290.3%
-326.0%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.7% | +3.8% | +3.9% |
| 7D | +5.5% | -0.5% | +6.0% | +6.0% |
| 30D | -1.3% | -1.3% | 0.0% | -0.2% |
| 3M | +64.6% | +24.2% | +40.4% | +36.7% |
| 6M | +119.4% | +24.6% | +94.8% | +80.8% |
| YTD | -0.5% | +14.8% | -15.3% | -12.4% |
| 1Y | +1.3% | +12.8% | -11.5% | -9.4% |
| 3Y | +15.6% | +69.0% | -53.3% | -28.6% |
| 5Y | -67.5% | +124.9% | -192.3% | -82.7% |
| All | -35.7% | +290.3% | -326.0% | -61.3% |
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