+197.2%
WMB vs AMP
+83.7%
+113.4%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | 0.0% | +2.1% | +2.2% |
| 7D | +1.6% | -1.1% | +2.6% | +1.9% |
| 30D | -7.1% | +4.4% | -11.4% | -8.4% |
| 3M | -4.0% | -7.3% | +3.3% | -2.1% |
| 6M | -5.7% | +12.9% | -18.6% | -9.7% |
| YTD | +17.2% | +7.5% | +9.7% | +12.9% |
| 1Y | +17.2% | +13.3% | +3.9% | +10.7% |
| 3Y | +121.1% | +60.8% | +60.2% | +81.4% |
| 5Y | +197.2% | +82.7% | +114.5% | +125.5% |
| All | +197.2% | +83.7% | +113.4% | +125.5% |
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 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