-24.9%
AFRM vs WU
-51.2%
+26.3%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.0% | -1.7% | -2.1% |
| 7D | -7.0% | -0.8% | -6.1% | -6.4% |
| 30D | -7.8% | -1.1% | -6.7% | -7.1% |
| 3M | +5.3% | -3.9% | +9.2% | +5.3% |
| 6M | +42.6% | -20.7% | +63.3% | +59.6% |
| YTD | -2.8% | -18.4% | +15.6% | +6.3% |
| 1Y | -19.3% | -8.1% | -11.2% | -19.2% |
| 3Y | +231.0% | -24.2% | +255.1% | +261.2% |
| 5Y | -22.2% | -50.4% | +28.2% | -7.8% |
| All | -24.9% | -51.2% | +26.3% | +1.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling