+8.2%
ENB vs AFRM
-15.0%
+23.2%
-13.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.6% | +1.8% | -1.0% |
| 7D | -0.2% | -7.0% | +6.7% | -0.6% |
| 30D | -2.2% | -7.8% | +5.6% | -2.6% |
| 3M | -10.5% | +5.3% | -15.8% | -10.1% |
| 6M | -5.1% | +42.6% | -47.7% | -3.1% |
| YTD | +9.0% | -2.8% | +11.8% | +9.6% |
| 1Y | +8.2% | -19.3% | +27.5% | +8.1% |
| All | +8.2% | -15.0% | +23.2% | +8.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling