+36.8%
ETSY vs AFRM
+167.0%
-130.2%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.1% | +0.9% | -1.6% |
| 7D | -3.7% | -8.4% | +4.6% | -2.0% |
| 30D | +12.8% | -18.3% | +31.0% | +17.2% |
| 3M | +7.6% | -12.7% | +20.3% | +9.9% |
| 6M | +34.4% | +3.0% | +31.3% | +32.2% |
| YTD | +56.0% | -11.4% | +67.4% | +56.4% |
| 1Y | +43.6% | -13.3% | +56.9% | +44.2% |
| 3Y | +36.8% | +194.0% | -157.2% | -5.4% |
| All | +36.8% | +167.0% | -130.2% | -5.4% |
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 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