+85.0%
UBER vs AFRM
-23.1%
+108.1%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.6% | +2.4% | +0.3% |
| 7D | -3.9% | -7.0% | +3.1% | -2.4% |
| 30D | +11.1% | -7.8% | +18.9% | +13.0% |
| 3M | +4.9% | +5.3% | -0.4% | +3.2% |
| 6M | -1.2% | +42.6% | -43.8% | -9.8% |
| YTD | -7.3% | -2.8% | -4.5% | -8.6% |
| 1Y | -17.6% | -19.3% | +1.7% | -16.4% |
| 3Y | +61.1% | +231.0% | -169.9% | +3.2% |
| All | +85.0% | -23.1% | +108.1% | +30.5% |
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