+26.6%
PFE vs AFRM
-4.3%
+30.8%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.2% | +0.6% | -1.6% |
| 7D | -3.7% | -7.3% | +3.6% | -3.5% |
| 30D | +5.0% | -9.6% | +14.5% | +5.1% |
| 3M | +12.2% | -11.1% | +23.2% | +12.3% |
| 6M | +14.6% | +3.9% | +10.7% | +14.3% |
| YTD | +24.1% | -8.5% | +32.6% | +24.2% |
| 1Y | +26.6% | +3.3% | +23.3% | +26.4% |
| All | +26.6% | -4.3% | +30.8% | +26.4% |
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