+5.6%
AFRM vs WEC
+9.0%
-3.4%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | +0.2% | -8.0% | -7.8% |
| 7D | -6.9% | +3.2% | -10.1% | -6.3% |
| 30D | -7.0% | +14.7% | -21.6% | -3.8% |
| 3M | -11.2% | +10.2% | -21.5% | -9.2% |
| 6M | +4.3% | +4.5% | -0.2% | +5.3% |
| YTD | -6.4% | +15.1% | -21.5% | -4.6% |
| All | +5.6% | +9.0% | -3.4% | +16.7% |
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