+36.3%
HBAN vs AFRM
-18.1%
+54.4%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.2% | -1.5% |
| 7D | +2.1% | +3.1% | -1.0% | +1.7% |
| 30D | -4.5% | -4.2% | -0.3% | -4.1% |
| 3M | +2.6% | +10.1% | -7.6% | +0.8% |
| 6M | +4.7% | +39.4% | -34.7% | -0.8% |
| YTD | -1.5% | -3.2% | +1.6% | -2.4% |
| 1Y | -1.9% | -16.1% | +14.1% | -1.7% |
| 3Y | +75.2% | +220.8% | -145.6% | +41.2% |
| All | +36.3% | -18.1% | +54.4% | +6.9% |
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 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