+24.3%
HBAN vs AFRM
-55.1%
+79.5%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.1% | +2.6% | -0.1% |
| 7D | -0.1% | -8.4% | +8.2% | +1.1% |
| 30D | +3.4% | -18.3% | +21.7% | +6.2% |
| 3M | -9.1% | -12.7% | +3.6% | -7.8% |
| 6M | +0.1% | +3.0% | -2.9% | -1.2% |
| YTD | -6.0% | -11.4% | +5.4% | -6.1% |
| 1Y | +4.0% | -13.3% | +17.4% | +4.0% |
| 3Y | +74.5% | +194.0% | -119.6% | +40.7% |
| 5Y | +24.3% | -50.6% | +75.0% | +1.5% |
| All | +24.3% | -55.1% | +79.5% | +1.5% |
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