-29.3%
AFRM vs SUI
+2.7%
-32.0%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.5% | -0.8% | -0.7% |
| 7D | -7.3% | +6.2% | -13.5% | -12.9% |
| 30D | -9.6% | +8.6% | -18.1% | -17.8% |
| 3M | -11.1% | +1.0% | -12.1% | -12.8% |
| 6M | +3.9% | -2.6% | +6.5% | +3.6% |
| YTD | -8.5% | -0.1% | -8.4% | -12.0% |
| 1Y | +3.3% | +0.5% | +2.8% | -1.6% |
| 3Y | +213.7% | +15.3% | +198.5% | +129.1% |
| 5Y | -58.5% | -26.1% | -32.4% | -42.3% |
| All | -29.3% | +2.7% | -32.0% | -5.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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