+149.0%
WMB vs AMP
+70.1%
+78.9%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.7% | +3.0% | +2.4% |
| 7D | +0.8% | +2.6% | -1.8% | +0.1% |
| 30D | +7.7% | +0.8% | +6.9% | +7.5% |
| 3M | +6.7% | +24.3% | -17.6% | +0.7% |
| 6M | +3.6% | +20.6% | -16.9% | -1.6% |
| YTD | +28.0% | +14.6% | +13.4% | +22.3% |
| 1Y | +37.6% | +14.5% | +23.1% | +31.2% |
| 3Y | +149.0% | +67.9% | +81.1% | +102.9% |
| All | +149.0% | +70.1% | +78.9% | +102.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling