+567.0%
WDC vs AMP
+80.8%
+486.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +1.2% | -6.2% | -5.7% |
| 7D | +12.1% | +3.9% | +8.2% | +9.5% |
| 30D | -18.8% | +5.1% | -23.9% | -21.4% |
| 3M | -39.3% | -8.7% | -30.6% | -36.2% |
| 6M | -40.1% | +11.4% | -51.6% | -45.6% |
| YTD | +71.8% | +7.3% | +64.5% | +59.0% |
| 1Y | +88.5% | +14.6% | +73.9% | +66.3% |
| 3Y | +770.0% | +61.2% | +708.8% | +478.0% |
| All | +567.0% | +80.8% | +486.2% | +285.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling