+65.2%
ETSY vs AFRM
+8.5%
+56.6%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | +5.0% | +2.1% | +5.6% |
| 7D | +4.2% | +3.1% | +1.1% | +3.3% |
| 30D | +35.8% | +1.1% | +34.6% | +34.9% |
| 3M | +11.4% | -3.2% | +14.6% | +11.5% |
| 6M | +50.3% | +12.7% | +37.6% | +41.8% |
| YTD | +73.6% | +1.6% | +72.0% | +67.6% |
| 1Y | +65.2% | +5.9% | +59.3% | +56.8% |
| All | +65.2% | +8.5% | +56.6% | +56.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling