+118.9%
MSI vs AFRM
-58.9%
+177.8%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.2% | +1.7% | -0.3% |
| 7D | +4.7% | -7.3% | +12.0% | +5.1% |
| 30D | +14.8% | -9.6% | +24.3% | +15.4% |
| 3M | +8.8% | -11.1% | +19.9% | +9.3% |
| 6M | +19.3% | +3.9% | +15.4% | +18.4% |
| YTD | +35.3% | -8.5% | +43.8% | +34.8% |
| 1Y | +33.8% | +3.3% | +30.5% | +31.9% |
| 3Y | +74.4% | +213.7% | -139.3% | +49.4% |
| All | +118.9% | -58.9% | +177.8% | +102.1% |
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