+91.7%
USB vs AMP
+573.8%
-482.1%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.5% | +1.0% | +0.5% |
| 7D | 0.0% | +2.2% | -2.2% | -1.5% |
| 30D | +5.8% | +2.2% | +3.6% | +4.2% |
| 3M | -6.0% | -10.4% | +4.5% | +0.8% |
| 6M | +7.8% | +5.8% | +1.9% | +3.1% |
| YTD | +14.6% | +3.3% | +11.3% | +10.5% |
| 1Y | +31.8% | +11.1% | +20.7% | +21.1% |
| 3Y | +91.5% | +56.0% | +35.5% | +38.8% |
| 5Y | +22.0% | +76.1% | -54.0% | -19.0% |
| All | +91.7% | +573.8% | -482.1% | -40.0% |
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 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