+567.0%
WDC vs AFRM
-56.8%
+623.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -1.1% | -3.9% | -4.8% |
| 7D | +12.1% | -4.4% | +16.5% | +13.0% |
| 30D | -18.8% | -7.7% | -11.1% | -17.5% |
| 3M | -39.3% | -16.9% | -22.4% | -37.5% |
| 6M | -40.1% | +2.5% | -42.6% | -40.7% |
| YTD | +71.8% | -12.5% | +84.3% | +72.7% |
| 1Y | +88.5% | -11.0% | +99.5% | +88.7% |
| 3Y | +770.0% | +184.6% | +585.4% | +563.8% |
| All | +567.0% | -56.8% | +623.8% | +422.4% |
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