+9.2%
HBAN vs AFRM
+8.5%
+0.7%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +5.0% | -3.8% | +0.5% |
| 7D | +2.3% | +3.1% | -0.8% | +1.8% |
| 30D | +5.0% | +1.1% | +3.9% | +4.7% |
| 3M | -7.6% | -3.2% | -4.4% | -7.6% |
| 6M | +1.3% | +12.7% | -11.4% | -1.6% |
| YTD | -4.7% | +1.6% | -6.3% | -8.2% |
| 1Y | +9.2% | +5.9% | +3.4% | +4.9% |
| All | +9.2% | +8.5% | +0.7% | +4.9% |
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