+5.3%
UNH vs AFRM
-21.7%
+27.1%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +0.9% |
| 7D | +1.1% | +3.1% | -1.9% | +1.1% |
| 30D | -1.5% | -4.2% | +2.7% | -1.5% |
| 3M | -0.8% | +10.1% | -11.0% | -1.2% |
| 6M | +41.8% | +39.4% | +2.4% | +40.3% |
| YTD | +23.1% | -3.2% | +26.2% | +22.8% |
| 1Y | +28.5% | -16.1% | +44.6% | +28.5% |
| 3Y | -11.8% | +220.8% | -232.5% | -15.6% |
| 5Y | +5.3% | -17.7% | +23.0% | +2.1% |
| All | +5.3% | -21.7% | +27.1% | +2.1% |
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 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