+59.8%
UBER vs AFRM
-56.8%
+116.6%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.1% | +1.9% | +1.1% |
| 7D | +1.6% | -4.4% | +6.0% | +2.7% |
| 30D | +0.6% | -7.7% | +8.2% | +2.3% |
| 3M | -8.2% | -16.9% | +8.7% | -4.6% |
| 6M | -6.7% | +2.5% | -9.2% | -8.4% |
| YTD | -14.7% | -12.5% | -2.2% | -14.3% |
| 1Y | -24.1% | -11.0% | -13.0% | -24.3% |
| 3Y | +33.4% | +184.6% | -151.2% | -13.3% |
| All | +59.8% | -56.8% | +116.6% | +34.3% |
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 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