+147.8%
XEL vs AMP
+589.3%
-441.5%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | 0.0% |
| 7D | -0.3% | -0.5% | +0.2% | -0.2% |
| 30D | -3.9% | -1.3% | -2.6% | -3.7% |
| 3M | -2.8% | +24.2% | -27.0% | -7.0% |
| 6M | -5.4% | +24.6% | -30.0% | -9.7% |
| YTD | +3.8% | +14.8% | -11.1% | +0.3% |
| 1Y | +6.8% | +12.8% | -6.0% | +3.5% |
| 3Y | +45.6% | +69.0% | -23.4% | +27.7% |
| 5Y | +30.7% | +124.9% | -94.2% | +5.6% |
| All | +147.8% | +589.3% | -441.5% | +69.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling