+283.3%
WMB vs AMP
+452.8%
-169.5%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.3% | +2.0% | +1.3% |
| 7D | +8.1% | +1.2% | +6.9% | +7.6% |
| 30D | -6.9% | +4.4% | -11.3% | -8.9% |
| 3M | -5.1% | -8.8% | +3.7% | -1.8% |
| 6M | -5.7% | +9.9% | -15.6% | -10.5% |
| YTD | +18.1% | +6.1% | +12.0% | +12.5% |
| 1Y | +18.4% | +10.6% | +7.8% | +10.5% |
| 3Y | +122.7% | +58.8% | +63.9% | +71.6% |
| 5Y | +202.0% | +79.0% | +123.1% | +112.4% |
| All | +283.3% | +452.8% | -169.5% | +50.5% |
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