+2,761.7%
WWD vs AMP
+2,108.3%
+653.4%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.7% | -1.3% | -1.6% |
| 7D | +0.8% | +2.6% | -1.8% | -0.7% |
| 30D | -6.4% | +0.8% | -7.3% | -6.9% |
| 3M | -5.6% | +24.3% | -29.9% | -17.3% |
| 6M | -9.1% | +20.6% | -29.7% | -19.2% |
| YTD | +12.5% | +14.6% | -2.1% | +2.3% |
| 1Y | +41.3% | +14.5% | +26.8% | +28.3% |
| 3Y | +170.2% | +67.9% | +102.3% | +92.3% |
| 5Y | +192.5% | +122.5% | +70.0% | +70.3% |
| 10Y | +476.9% | +573.3% | -96.4% | +66.1% |
| All | +2,761.7% | +2,108.3% | +653.4% | +268.1% |
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