+4.7%
SHW vs AFRM
-13.0%
+17.7%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.1% | +2.3% | -0.3% |
| 7D | +4.2% | -8.4% | +12.6% | +5.6% |
| 30D | +11.3% | -18.3% | +29.5% | +14.3% |
| 3M | -1.8% | -12.7% | +10.9% | -0.2% |
| 6M | +12.7% | +3.0% | +9.7% | +12.6% |
| YTD | +10.4% | -11.4% | +21.8% | +10.8% |
| 1Y | +4.7% | -13.3% | +18.0% | +6.3% |
| All | +4.7% | -13.0% | +17.7% | +6.3% |
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 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