+23.0%
UNH vs AFRM
-20.4%
+43.4%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.6% | +1.7% | -0.9% |
| 7D | +1.1% | -7.0% | +8.0% | +1.2% |
| 30D | -3.8% | -7.8% | +4.0% | -3.6% |
| 3M | +0.7% | +5.3% | -4.6% | +0.5% |
| 6M | +37.9% | +42.6% | -4.8% | +36.6% |
| YTD | +21.9% | -2.8% | +24.7% | +21.7% |
| 1Y | +31.4% | -19.3% | +50.7% | +31.4% |
| 3Y | -11.4% | +231.0% | -242.4% | -14.5% |
| 5Y | +2.5% | -22.2% | +24.8% | -1.3% |
| All | +23.0% | -20.4% | +43.4% | +18.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling