+23.8%
ETSY vs AFRM
-24.5%
+48.3%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.8% | +0.6% |
| 7D | -12.7% | -8.5% | -4.2% | -10.2% |
| 30D | -9.9% | -11.4% | +1.4% | -6.7% |
| 3M | +4.2% | +8.2% | -4.1% | +0.2% |
| 6M | +34.2% | +36.6% | -2.4% | +17.1% |
| YTD | +29.1% | -8.7% | +37.8% | +29.6% |
| 1Y | +23.8% | -19.9% | +43.7% | +30.4% |
| All | +23.8% | -24.5% | +48.3% | +30.4% |
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