+23.8%
PLD vs AFRM
+232.3%
-208.5%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.6% | +1.9% | -0.5% |
| 7D | -2.4% | -7.0% | +4.6% | -1.7% |
| 30D | -2.4% | -7.8% | +5.4% | -1.7% |
| 3M | -3.8% | +5.3% | -9.1% | -4.8% |
| 6M | 0.0% | +42.6% | -42.6% | -4.7% |
| YTD | +9.2% | -2.8% | +12.0% | +8.1% |
| 1Y | +25.9% | -19.3% | +45.2% | +26.4% |
| All | +23.8% | +232.3% | -208.5% | -6.0% |
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