+19.8%
UBER vs AFRM
-25.2%
+45.0%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.1% | +3.9% | +3.8% |
| 7D | +6.7% | -7.5% | +14.2% | +8.4% |
| 30D | -0.5% | -15.7% | +15.2% | +2.9% |
| 3M | -5.1% | -9.6% | +4.5% | -3.6% |
| 6M | -5.7% | +6.3% | -12.0% | -7.8% |
| YTD | -12.9% | -8.6% | -4.3% | -13.2% |
| 1Y | -22.6% | -7.6% | -15.0% | -23.4% |
| 3Y | +42.2% | +173.7% | -131.5% | +0.4% |
| 5Y | +56.4% | -56.9% | +113.3% | +16.3% |
| All | +19.8% | -25.2% | +45.0% | -17.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling