-3.5%
MSFU vs AFRM
+8.5%
-12.0%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.5% | +5.0% | +8.4% | +11.4% |
| 7D | +8.2% | +3.1% | +5.1% | +6.9% |
| 30D | +10.2% | +1.1% | +9.1% | +9.4% |
| 3M | +22.9% | -3.2% | +26.1% | +23.5% |
| 6M | +63.2% | +12.7% | +50.5% | +53.8% |
| YTD | +11.7% | +1.6% | +10.2% | +2.2% |
| 1Y | -3.5% | +5.9% | -9.3% | -12.5% |
| All | -3.5% | +8.5% | -12.0% | -12.5% |
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