-19.6%
MSFU vs AFRM
-15.0%
-4.6%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -2.6% | -1.5% | -3.2% |
| 7D | -5.7% | -7.0% | +1.3% | -3.1% |
| 30D | +4.2% | -7.8% | +12.0% | +7.2% |
| 3M | +27.9% | +5.3% | +22.6% | +25.0% |
| 6M | +37.1% | +42.6% | -5.5% | +20.7% |
| YTD | -7.4% | -2.8% | -4.6% | -11.8% |
| 1Y | -19.6% | -19.3% | -0.3% | -20.2% |
| All | -19.6% | -15.0% | -4.6% | -20.2% |
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