+59.4%
DHI vs AFRM
-38.8%
+98.2%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.2% | -2.2% | -2.4% |
| 7D | -6.1% | -8.5% | +2.4% | -5.0% |
| 30D | -10.1% | -11.4% | +1.3% | -8.7% |
| 3M | -7.3% | +8.2% | -15.6% | -8.4% |
| 6M | -6.1% | +36.6% | -42.7% | -10.4% |
| YTD | -5.0% | -8.7% | +3.6% | -5.1% |
| 1Y | -22.1% | -19.9% | -2.2% | -21.4% |
| 3Y | +19.2% | +202.6% | -183.4% | -8.7% |
| 5Y | +59.4% | -45.0% | +104.4% | +27.2% |
| All | +59.4% | -38.8% | +98.2% | +27.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AFRM.
Daily Out/Under-Performance
Portfolio return minus AFRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFRM 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 5y: compounded portfolio wealth divided by compounded AFRM 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…
5y analysis · Full analysis span regression · 6 months rolling