-25.0%
WU vs AMP
+1,659.9%
-1,684.9%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.3% | -1.0% | -0.8% |
| 7D | -5.0% | -2.0% | -2.9% | -4.2% |
| 30D | -2.3% | -1.7% | -0.6% | -1.6% |
| 3M | -3.2% | +23.2% | -26.4% | -10.8% |
| 6M | -25.0% | +22.2% | -47.2% | -30.9% |
| YTD | -21.7% | +14.0% | -35.6% | -26.0% |
| 1Y | -9.0% | +14.0% | -23.0% | -14.2% |
| 3Y | -28.9% | +67.0% | -95.9% | -43.2% |
| 5Y | -51.0% | +123.2% | -174.2% | -65.8% |
| 10Y | -40.1% | +578.5% | -618.6% | -75.3% |
| All | -25.0% | +1,659.9% | -1,684.9% | -84.4% |
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