-19.3%
AFRM vs WEC
+1.8%
-21.1%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.7% | -1.9% | -2.9% |
| 7D | -7.0% | -0.3% | -6.7% | -7.0% |
| 30D | -7.8% | -1.3% | -6.5% | -8.2% |
| 3M | +5.3% | -3.9% | +9.2% | +4.6% |
| 6M | +42.6% | -8.3% | +51.0% | +39.3% |
| YTD | -2.8% | +3.1% | -5.9% | -1.2% |
| 1Y | -19.3% | +1.9% | -21.2% | -12.4% |
| All | -19.3% | +1.8% | -21.1% | -12.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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