+42.1%
SHW vs AFRM
+195.9%
-153.8%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.9% | +1.7% | -0.9% |
| 7D | +0.7% | -5.5% | +6.2% | +1.2% |
| 30D | +8.4% | -15.5% | +23.9% | +10.1% |
| 3M | -2.2% | -10.3% | +8.1% | -1.4% |
| 6M | +13.3% | +0.6% | +12.7% | +12.9% |
| YTD | +9.2% | -11.5% | +20.8% | +9.4% |
| 1Y | +2.9% | -16.6% | +19.5% | +3.4% |
| All | +42.1% | +195.9% | -153.8% | +29.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling