+39.3%
DIS vs AFRM
+167.0%
-127.7%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.1% | +3.1% | +0.5% |
| 7D | +4.4% | -8.4% | +12.8% | +5.6% |
| 30D | +10.3% | -18.3% | +28.6% | +13.2% |
| 3M | +15.5% | -12.7% | +28.2% | +17.2% |
| 6M | +11.2% | +3.0% | +8.2% | +9.7% |
| YTD | +5.6% | -11.4% | +17.0% | +5.5% |
| 1Y | +7.7% | -13.3% | +21.1% | +7.8% |
| 3Y | +39.3% | +194.0% | -154.7% | +25.8% |
| All | +39.3% | +167.0% | -127.7% | +25.8% |
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