+220.8%
AFRM vs UUUU
+99.2%
+121.6%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.0% | -1.4% | -0.6% |
| 7D | +3.1% | +2.8% | +0.2% | +2.4% |
| 30D | -4.2% | +3.4% | -7.6% | -5.0% |
| 3M | +10.1% | -3.9% | +14.0% | +10.2% |
| 6M | +39.4% | -23.2% | +62.6% | +44.8% |
| YTD | -3.2% | +0.6% | -3.7% | -8.3% |
| 1Y | -16.1% | +22.9% | -38.9% | -28.4% |
| 3Y | +220.8% | +98.6% | +122.1% | +106.2% |
| All | +220.8% | +99.2% | +121.6% | +106.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling