-29.6%
AFRM vs WPM
+239.3%
-268.9%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.8% | +3.6% | +3.1% |
| 7D | -10.3% | +3.1% | -13.4% | -11.3% |
| 30D | -13.7% | -1.8% | -11.9% | -13.4% |
| 3M | -11.6% | +1.0% | -12.6% | -12.3% |
| 6M | +2.1% | -5.4% | +7.5% | +2.8% |
| YTD | -8.9% | +15.9% | -24.7% | -16.1% |
| 1Y | -9.7% | +30.8% | -40.5% | -20.6% |
| 3Y | +202.5% | +222.6% | -20.2% | +69.8% |
| 5Y | -55.3% | +227.4% | -282.7% | -75.8% |
| All | -29.6% | +239.3% | -268.9% | -64.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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