+63.4%
ENTG vs AFRM
-10.2%
+73.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | -0.1% | +9.6% | +9.5% |
| 7D | -7.6% | -7.5% | 0.0% | -5.3% |
| 30D | -15.5% | -15.7% | +0.2% | -11.2% |
| 3M | -7.8% | -9.6% | +1.8% | -5.8% |
| 6M | -5.9% | +6.3% | -12.2% | -8.7% |
| YTD | +66.7% | -8.6% | +75.3% | +69.7% |
| All | +63.4% | -10.2% | +73.7% | +75.0% |
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 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