+56.7%
PLD vs AFRM
-25.1%
+81.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.2% | +1.0% | -1.0% |
| 7D | -0.8% | -7.3% | +6.5% | -0.1% |
| 30D | -0.3% | -9.6% | +9.3% | +0.6% |
| 3M | -8.0% | -11.1% | +3.0% | -7.3% |
| 6M | -9.8% | +3.9% | -13.7% | -10.9% |
| YTD | +1.8% | -8.5% | +10.3% | +1.2% |
| 1Y | +5.6% | +3.3% | +2.3% | +3.4% |
| 3Y | +33.3% | +213.7% | -180.5% | +10.0% |
| 5Y | +0.3% | -58.5% | +58.8% | -17.3% |
| All | +56.7% | -25.1% | +81.7% | +26.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling