+84.9%
USB vs AMP
+503.1%
-418.3%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.6% | -0.5% |
| 7D | +1.4% | +3.3% | -1.9% | -0.8% |
| 30D | +6.4% | +4.2% | +2.2% | +3.4% |
| 3M | -4.5% | -6.4% | +1.9% | -0.5% |
| 6M | +11.4% | +12.4% | -1.0% | +2.4% |
| YTD | +17.1% | +7.4% | +9.7% | +10.0% |
| 1Y | +32.6% | +14.7% | +17.9% | +19.1% |
| 3Y | +101.8% | +60.8% | +41.0% | +42.7% |
| 5Y | +25.1% | +83.4% | -58.3% | -19.7% |
| 10Y | +84.9% | +473.5% | -388.7% | -43.1% |
| All | +84.9% | +503.1% | -418.3% | -43.1% |
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