+179.6%
PAAS vs AFRM
+210.7%
-31.1%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -7.8% | +5.7% | -1.0% |
| 7D | -0.4% | -6.9% | +6.5% | +0.7% |
| 30D | -11.6% | -7.0% | -4.7% | -10.7% |
| 3M | -15.6% | -11.2% | -4.4% | -14.4% |
| 6M | -19.1% | +4.3% | -23.4% | -19.9% |
| YTD | -20.9% | -6.4% | -14.5% | -21.3% |
| 1Y | +21.3% | -2.6% | +23.9% | +19.9% |
| All | +179.6% | +210.7% | -31.1% | +91.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling