+48.1%
PAAS vs AFRM
-56.8%
+104.8%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.1% | +0.5% | -0.4% |
| 7D | -8.9% | -4.4% | -4.5% | -8.4% |
| 30D | -11.4% | -7.7% | -3.8% | -10.5% |
| 3M | -20.4% | -16.9% | -3.6% | -18.8% |
| 6M | -40.7% | +2.5% | -43.2% | -41.0% |
| YTD | -26.9% | -12.5% | -14.4% | -26.5% |
| 1Y | -3.1% | -11.0% | +8.0% | -2.8% |
| 3Y | +199.3% | +184.6% | +14.7% | +148.0% |
| All | +48.1% | -56.8% | +104.8% | +42.3% |
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 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