+33.8%
UL vs AMP
+80.8%
-47.1%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.2% | -0.1% | +0.9% |
| 7D | +1.1% | +3.9% | -2.8% | +0.5% |
| 30D | +4.5% | +5.1% | -0.6% | +3.7% |
| 3M | +6.5% | -8.7% | +15.1% | +7.7% |
| 6M | +18.2% | +11.4% | +6.7% | +16.2% |
| YTD | +4.7% | +7.3% | -2.6% | +3.2% |
| 1Y | +0.8% | +14.6% | -13.8% | -1.7% |
| 3Y | +35.9% | +61.2% | -25.3% | +19.5% |
| All | +33.8% | +80.8% | -47.1% | +13.0% |
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