+326.4%
WM vs AMP
+503.1%
-176.8%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.3% | 0.0% | +0.2% |
| 7D | +1.2% | +3.3% | -2.2% | +0.3% |
| 30D | +13.7% | +4.2% | +9.4% | +12.4% |
| 3M | +5.2% | -6.4% | +11.6% | +6.8% |
| 6M | +11.2% | +12.4% | -1.2% | +7.6% |
| YTD | +9.4% | +7.4% | +2.0% | +6.5% |
| 1Y | +20.4% | +14.7% | +5.7% | +15.0% |
| 3Y | +44.7% | +60.8% | -16.1% | +23.1% |
| 5Y | +58.5% | +83.4% | -24.9% | +26.4% |
| 10Y | +326.4% | +473.5% | -147.2% | +140.0% |
| All | +326.4% | +503.1% | -176.8% | +140.0% |
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