-32.4%
AFRM vs WEC
+66.8%
-99.2%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.9% | -2.0% | -1.3% |
| 7D | -4.4% | +2.3% | -6.7% | -4.9% |
| 30D | -7.7% | +11.1% | -18.7% | -9.9% |
| 3M | -16.9% | +8.4% | -25.3% | -18.5% |
| 6M | +2.5% | +7.5% | -5.0% | +0.5% |
| YTD | -12.5% | +15.3% | -27.9% | -16.3% |
| 1Y | -11.0% | +9.7% | -20.8% | -13.5% |
| 3Y | +184.6% | +64.7% | +119.9% | +139.9% |
| 5Y | -56.3% | +57.3% | -113.6% | -59.0% |
| All | -32.4% | +66.8% | -99.2% | -33.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling