+57.1%
ENB vs AFRM
-56.8%
+113.8%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.1% | +0.2% | -0.9% |
| 7D | +1.7% | -4.4% | +6.1% | +1.9% |
| 30D | +0.7% | -7.7% | +8.3% | +1.0% |
| 3M | -5.8% | -16.9% | +11.1% | -5.2% |
| 6M | -11.3% | +2.5% | -13.8% | -11.8% |
| YTD | +3.7% | -12.5% | +16.2% | +3.6% |
| 1Y | +2.8% | -11.0% | +13.8% | +2.4% |
| 3Y | +67.7% | +184.6% | -116.9% | +50.0% |
| All | +57.1% | -56.8% | +113.8% | +47.0% |
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