+184.6%
AFRM vs MDY
+56.8%
+127.8%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.1% | -1.0% | -0.8% |
| 7D | -4.4% | +2.3% | -6.7% | -9.3% |
| 30D | -7.7% | +2.0% | -9.7% | -11.7% |
| 3M | -16.9% | -5.6% | -11.2% | -4.9% |
| 6M | +2.5% | +1.3% | +1.2% | +0.4% |
| YTD | -12.5% | +12.3% | -24.9% | -33.0% |
| 1Y | -11.0% | +15.8% | -26.8% | -36.7% |
| 3Y | +184.6% | +56.5% | +128.1% | +7.2% |
| All | +184.6% | +56.8% | +127.8% | +7.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 3y: compounded portfolio wealth divided by compounded MDY 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…
3y analysis · Full analysis span regression · 6 months rolling