-22.9%
AFRM vs UUUU
+17.3%
-40.3%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.5% | -5.0% | -5.4% |
| 7D | -8.0% | +1.8% | -9.8% | -8.3% |
| 30D | -9.8% | +1.8% | -11.6% | -10.2% |
| 3M | +4.7% | +1.3% | +3.4% | +3.7% |
| 6M | +34.1% | -26.8% | +60.9% | +38.1% |
| YTD | -8.4% | +0.1% | -8.5% | -10.8% |
| 1Y | -22.9% | +11.2% | -34.2% | -36.4% |
| All | -22.9% | +17.3% | -40.3% | -36.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling