+0.2%
ENTG vs AFRM
-56.8%
+57.0%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.1% | -2.7% | -3.5% |
| 7D | +15.2% | -4.4% | +19.6% | +16.6% |
| 30D | -3.6% | -7.7% | +4.0% | -1.7% |
| 3M | -10.0% | -16.9% | +6.9% | -6.2% |
| 6M | +1.8% | +2.5% | -0.7% | +0.1% |
| YTD | +75.5% | -12.5% | +88.0% | +77.1% |
| 1Y | +82.4% | -11.0% | +93.4% | +82.8% |
| 3Y | +58.5% | +184.6% | -126.1% | +5.4% |
| All | +0.2% | -56.8% | +57.0% | -19.1% |
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 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