+197.2%
WMB vs AFRM
-58.9%
+256.1%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.9% | -0.7% | +2.0% |
| 7D | +1.6% | -10.3% | +11.8% | +2.3% |
| 30D | -7.1% | -13.7% | +6.6% | -6.3% |
| 3M | -4.0% | -11.6% | +7.6% | -3.5% |
| 6M | -5.7% | +2.1% | -7.8% | -6.5% |
| YTD | +17.2% | -8.9% | +26.0% | +16.7% |
| 1Y | +17.2% | -9.7% | +26.9% | +16.6% |
| 3Y | +121.1% | +202.5% | -81.4% | +94.3% |
| 5Y | +197.2% | -55.3% | +252.5% | +177.0% |
| All | +197.2% | -58.9% | +256.1% | +177.0% |
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