-29.4%
AFRM vs UUUU
+268.4%
-297.8%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -6.3% | +6.1% | +2.3% |
| 7D | -8.5% | -5.0% | -3.5% | -6.7% |
| 30D | -11.4% | -7.8% | -3.6% | -8.9% |
| 3M | +8.2% | -0.4% | +8.7% | +6.8% |
| 6M | +36.6% | -32.9% | +69.5% | +53.5% |
| YTD | -8.7% | -6.3% | -2.4% | -17.0% |
| 1Y | -19.9% | +7.9% | -27.8% | -37.6% |
| 3Y | +202.6% | +85.2% | +117.4% | +49.9% |
| 5Y | -45.0% | +97.0% | -142.0% | -73.1% |
| All | -29.4% | +268.4% | -297.8% | -73.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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