+44.6%
HD vs AFRM
-25.1%
+69.7%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.2% | +0.4% | -1.6% |
| 7D | +4.3% | -7.3% | +11.6% | +5.1% |
| 30D | +20.2% | -9.6% | +29.8% | +21.2% |
| 3M | -1.0% | -11.1% | +10.1% | -0.2% |
| 6M | +7.9% | +3.9% | +4.0% | +7.1% |
| YTD | +2.0% | -8.5% | +10.5% | +1.8% |
| 1Y | -4.3% | +3.3% | -7.6% | -5.8% |
| 3Y | +25.9% | +213.7% | -187.8% | +6.6% |
| 5Y | +5.8% | -58.5% | +64.4% | -11.8% |
| All | +44.6% | -25.1% | +69.7% | +18.3% |
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 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