+96.6%
MPC vs AFRM
-4.3%
+100.9%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.2% | +1.0% | -1.3% |
| 7D | -16.2% | -7.3% | -8.9% | -16.5% |
| 30D | -15.7% | -9.6% | -6.2% | -16.0% |
| 3M | +24.9% | -11.1% | +36.0% | +24.4% |
| 6M | +52.7% | +3.9% | +48.8% | +53.4% |
| YTD | +131.9% | -8.5% | +140.3% | +131.6% |
| 1Y | +96.6% | +3.3% | +93.4% | +98.0% |
| All | +96.6% | -4.3% | +100.9% | +98.0% |
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