+47.6%
CVS vs AFRM
+192.6%
-145.1%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.1% | +0.6% | -0.5% |
| 7D | +6.6% | -4.4% | +11.0% | +6.6% |
| 30D | -0.4% | -7.7% | +7.2% | -0.4% |
| 3M | -5.3% | -16.9% | +11.6% | -5.2% |
| 6M | -7.7% | +2.5% | -10.2% | -8.0% |
| YTD | +16.0% | -12.5% | +28.6% | +16.1% |
| 1Y | +16.2% | -11.0% | +27.2% | +16.1% |
| 3Y | +47.6% | +184.6% | -137.0% | +36.0% |
| All | +47.6% | +192.6% | -145.1% | +36.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling