+74.5%
HBAN vs AFRM
+167.0%
-92.5%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.1% | +2.6% | 0.0% |
| 7D | -0.1% | -8.4% | +8.2% | +1.4% |
| 30D | +3.4% | -18.3% | +21.7% | +7.0% |
| 3M | -9.1% | -12.7% | +3.6% | -7.5% |
| 6M | +0.1% | +3.0% | -2.9% | -1.7% |
| YTD | -6.0% | -11.4% | +5.4% | -6.2% |
| 1Y | +4.0% | -13.3% | +17.4% | +3.9% |
| 3Y | +74.5% | +194.0% | -119.6% | +27.0% |
| All | +74.5% | +167.0% | -92.5% | +27.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling