+301.3%
WBD vs AMP
+2,089.3%
-1,788.0%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.1% | -0.4% |
| 7D | -1.7% | 0.0% | -1.7% | -1.7% |
| 30D | +3.9% | -1.0% | +4.9% | +4.3% |
| 3M | +5.1% | +23.2% | -18.2% | -4.0% |
| 6M | +0.6% | +20.4% | -19.8% | -7.6% |
| YTD | -3.2% | +13.6% | -16.8% | -9.5% |
| 1Y | +127.7% | +13.4% | +114.3% | +112.7% |
| 3Y | +146.6% | +66.5% | +80.1% | +96.2% |
| 5Y | +4.2% | +120.2% | -116.0% | -25.7% |
| 10Y | +13.7% | +576.5% | -562.8% | -50.8% |
| All | +301.3% | +2,089.3% | -1,788.0% | +3.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling