+350.3%
SU vs AFRM
-21.7%
+372.1%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +0.9% |
| 7D | -1.0% | +3.1% | -4.0% | -1.1% |
| 30D | +13.7% | -4.2% | +17.9% | +13.8% |
| 3M | +8.0% | +10.1% | -2.1% | +7.1% |
| 6M | +21.0% | +39.4% | -18.4% | +18.0% |
| YTD | +56.2% | -3.2% | +59.4% | +55.4% |
| 1Y | +72.2% | -16.1% | +88.3% | +72.1% |
| 3Y | +118.1% | +220.8% | -102.7% | +92.5% |
| 5Y | +350.3% | -17.7% | +368.0% | +310.0% |
| All | +350.3% | -21.7% | +372.1% | +310.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling