+36.5%
USB vs AMP
+18.6%
+17.9%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +4.5% | -2.6% | -0.4% |
| 7D | +2.4% | +7.7% | -5.3% | -1.4% |
| 30D | +6.6% | +6.6% | 0.0% | +3.1% |
| 3M | -4.1% | -4.7% | +0.6% | -1.8% |
| 6M | +12.5% | +12.9% | -0.4% | +5.8% |
| YTD | +17.6% | +8.6% | +9.0% | +10.5% |
| 1Y | +36.5% | +18.2% | +18.3% | +19.6% |
| All | +36.5% | +18.6% | +17.9% | +19.6% |
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