+176.6%
URI vs AFRM
-57.5%
+234.1%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -7.8% | +0.7% | -5.8% |
| 7D | -12.9% | -6.9% | -6.0% | -11.9% |
| 30D | -3.4% | -7.0% | +3.6% | -2.4% |
| 3M | -10.0% | -11.2% | +1.2% | -8.7% |
| 6M | +12.2% | +4.3% | +7.9% | +10.0% |
| YTD | +29.8% | -6.4% | +36.2% | +28.3% |
| 1Y | +24.6% | -2.6% | +27.2% | +21.8% |
| 3Y | +137.6% | +210.6% | -73.0% | +75.4% |
| 5Y | +176.6% | -57.6% | +234.2% | +125.9% |
| All | +176.6% | -57.5% | +234.1% | +125.9% |
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