+187.8%
AFRM vs PHM
+59.1%
+128.6%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.0% | -0.9% | -1.7% |
| 7D | -5.5% | -6.1% | +0.6% | -1.8% |
| 30D | -15.5% | +13.7% | -29.2% | -22.1% |
| 3M | -10.3% | -1.5% | -8.8% | -9.7% |
| 6M | +0.6% | +11.3% | -10.6% | -6.2% |
| YTD | -11.5% | +8.9% | -20.5% | -18.0% |
| 1Y | -16.6% | +6.1% | -22.7% | -21.5% |
| All | +187.8% | +59.1% | +128.6% | +50.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PHM.
Daily Out/Under-Performance
Portfolio return minus PHM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PHM 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 PHM 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