+206.7%
UAL vs AMP
+54.6%
+152.1%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.5% | +3.6% | +3.4% |
| 7D | +8.2% | +2.2% | +6.0% | +6.4% |
| 30D | +2.3% | +2.2% | +0.1% | +0.5% |
| 3M | -12.7% | -10.4% | -2.3% | -4.2% |
| 6M | +12.7% | +5.8% | +6.9% | +5.2% |
| YTD | +0.8% | +3.3% | -2.4% | -5.0% |
| 1Y | +17.8% | +11.1% | +6.7% | +2.4% |
| 3Y | +206.7% | +56.0% | +150.6% | +107.2% |
| All | +206.7% | +54.6% | +152.1% | +107.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling