+75.2%
HBAN vs AFRM
+221.8%
-146.6%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.2% | -1.5% |
| 7D | +2.1% | +3.1% | -1.0% | +1.5% |
| 30D | -4.5% | -4.2% | -0.3% | -4.0% |
| 3M | +2.6% | +10.1% | -7.6% | +0.1% |
| 6M | +4.7% | +39.4% | -34.7% | -2.8% |
| YTD | -1.5% | -3.2% | +1.6% | -2.9% |
| 1Y | -1.9% | -16.1% | +14.1% | -1.7% |
| 3Y | +75.2% | +220.8% | -145.6% | +23.3% |
| All | +75.2% | +221.8% | -146.6% | +23.3% |
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