+226.4%
MU vs AFRM
-13.2%
+239.6%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.9% | +1.4% | -0.6% |
| 7D | +21.6% | -5.5% | +27.1% | +23.9% |
| 30D | -16.2% | -15.5% | -0.8% | -11.4% |
| 3M | -12.4% | -10.3% | -2.1% | -9.8% |
| 6M | +4.2% | +0.6% | +3.6% | +3.1% |
| YTD | +180.0% | -11.5% | +191.5% | +194.5% |
| 1Y | +226.4% | -16.6% | +243.0% | +272.6% |
| All | +226.4% | -13.2% | +239.6% | +272.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling