-66.1%
ETSY vs AFRM
-21.7%
-44.3%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.4% | -4.4% | -4.7% |
| 7D | -10.9% | +3.1% | -14.0% | -11.7% |
| 30D | -14.9% | -4.2% | -10.7% | -14.1% |
| 3M | +5.8% | +10.1% | -4.3% | +2.2% |
| 6M | +29.1% | +39.4% | -10.3% | +15.9% |
| YTD | +31.3% | -3.2% | +34.5% | +29.4% |
| 1Y | +25.1% | -16.1% | +41.2% | +27.1% |
| 3Y | +8.5% | +220.8% | -212.3% | -38.5% |
| 5Y | -66.1% | -17.7% | -48.4% | -76.8% |
| All | -66.1% | -21.7% | -44.3% | -76.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling