+46.8%
HD vs AFRM
-28.4%
+75.2%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.1% | +1.2% | +0.2% |
| 7D | +1.5% | -4.4% | +5.9% | +1.9% |
| 30D | +18.0% | -7.7% | +25.7% | +18.8% |
| 3M | +2.8% | -16.9% | +19.7% | +4.3% |
| 6M | +17.0% | +2.5% | +14.5% | +16.2% |
| YTD | +3.5% | -12.5% | +16.1% | +3.7% |
| 1Y | -2.6% | -11.0% | +8.4% | -2.7% |
| 3Y | +30.7% | +184.6% | -153.8% | +11.9% |
| 5Y | +6.2% | -56.3% | +62.5% | -11.3% |
| All | +46.8% | -28.4% | +75.2% | +20.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling