+115.0%
UMC vs AMP
+18.6%
+96.5%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +4.5% | -6.5% | -0.9% |
| 7D | -14.7% | +7.7% | -22.3% | -13.0% |
| 30D | -32.9% | +6.6% | -39.4% | -31.6% |
| 3M | -22.2% | -4.7% | -17.4% | -22.8% |
| 6M | +25.9% | +12.9% | +13.0% | +30.0% |
| YTD | +107.9% | +8.6% | +99.3% | +109.8% |
| 1Y | +115.0% | +18.2% | +96.8% | +108.7% |
| All | +115.0% | +18.6% | +96.5% | +108.7% |
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