+295.8%
AFL vs WU
-39.1%
+335.0%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.6% | +0.1% | +0.5% |
| 7D | -1.6% | -3.5% | +1.8% | -0.5% |
| 30D | -4.0% | -2.9% | -1.1% | -3.2% |
| 3M | -0.5% | -2.3% | +1.8% | -1.3% |
| 6M | +6.5% | -25.4% | +31.9% | +16.0% |
| YTD | +6.2% | -21.2% | +27.4% | +13.0% |
| 1Y | +8.3% | -8.9% | +17.1% | +8.1% |
| 3Y | +62.5% | -29.0% | +91.5% | +74.2% |
| 5Y | +136.2% | -50.7% | +186.9% | +191.7% |
| All | +295.8% | -39.1% | +335.0% | +353.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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