+229.9%
AFRM vs WU
-23.6%
+253.5%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.0% | -1.7% | -2.2% |
| 7D | -7.0% | -0.8% | -6.1% | -6.6% |
| 30D | -7.8% | -1.1% | -6.7% | -7.2% |
| 3M | +5.3% | -3.9% | +9.2% | +5.2% |
| 6M | +42.6% | -20.7% | +63.3% | +55.3% |
| YTD | -2.8% | -18.4% | +15.6% | +4.1% |
| 1Y | -19.3% | -8.1% | -11.2% | -19.0% |
| All | +229.9% | -23.6% | +253.5% | +239.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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