+139.1%
EBAY vs AFRM
-25.2%
+164.3%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.1% | -0.7% | -0.8% |
| 7D | 0.0% | -7.5% | +7.6% | +1.0% |
| 30D | +7.8% | -15.7% | +23.5% | +9.9% |
| 3M | +8.4% | -9.6% | +18.0% | +9.3% |
| 6M | +13.0% | +6.3% | +6.7% | +11.3% |
| YTD | +40.2% | -8.6% | +48.8% | +39.6% |
| 1Y | +46.2% | -7.6% | +53.8% | +45.1% |
| 3Y | +218.4% | +173.7% | +44.7% | +156.2% |
| 5Y | +78.6% | -56.9% | +135.5% | +47.3% |
| All | +139.1% | -25.2% | +164.3% | +86.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling