+37.5%
SHEL vs AFRM
-16.2%
+53.7%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.4% | +2.9% | +2.5% |
| 7D | +1.9% | +3.1% | -1.1% | +2.1% |
| 30D | +8.7% | -4.2% | +12.9% | +8.5% |
| 3M | +11.0% | +10.1% | +0.9% | +11.4% |
| 6M | +14.6% | +39.4% | -24.9% | +15.4% |
| YTD | +33.3% | -3.2% | +36.4% | +34.9% |
| All | +37.5% | -16.2% | +53.7% | +38.2% |
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