+10.9%
PH vs AFRM
-4.3%
+15.2%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -2.2% | +5.1% | +3.0% |
| 7D | +2.0% | -7.3% | +9.3% | +2.5% |
| 30D | -3.7% | -9.6% | +5.9% | -3.1% |
| 3M | -14.0% | -11.1% | -3.0% | -13.5% |
| 6M | +2.1% | +3.9% | -1.7% | +1.1% |
| YTD | +5.1% | -8.5% | +13.6% | +4.1% |
| 1Y | +10.9% | +3.3% | +7.7% | +8.5% |
| All | +10.9% | -4.3% | +15.2% | +8.5% |
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