+1,188.5%
WDC vs AMP
+589.3%
+599.3%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.7% | -3.7% | -3.5% |
| 7D | -4.3% | -0.5% | -3.8% | -4.0% |
| 30D | -1.5% | -1.3% | -0.2% | -0.9% |
| 3M | -15.5% | +24.2% | -39.7% | -27.6% |
| 6M | +66.5% | +24.6% | +41.9% | +41.5% |
| YTD | +159.9% | +14.8% | +145.0% | +132.0% |
| 1Y | +366.0% | +12.8% | +353.2% | +318.4% |
| 3Y | +1,285.8% | +69.0% | +1,216.9% | +840.2% |
| 5Y | +925.6% | +124.9% | +800.7% | +471.1% |
| All | +1,188.5% | +589.3% | +599.3% | +320.7% |
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 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