+4,606.3%
WPM vs AMP
+2,108.3%
+2,497.9%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.7% | +0.8% | +0.3% |
| 7D | +7.0% | +2.6% | +4.4% | +6.4% |
| 30D | +15.7% | +0.8% | +14.9% | +15.5% |
| 3M | +35.2% | +24.3% | +10.9% | +28.1% |
| 6M | +6.1% | +20.6% | -14.5% | +1.2% |
| YTD | +32.6% | +14.6% | +17.9% | +27.7% |
| 1Y | +46.9% | +14.5% | +32.4% | +41.2% |
| 3Y | +276.3% | +67.9% | +208.4% | +223.2% |
| 5Y | +260.0% | +122.5% | +137.5% | +182.0% |
| 10Y | +508.5% | +573.3% | -64.8% | +210.5% |
| All | +4,606.3% | +2,108.3% | +2,497.9% | +1,122.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling