+65.0%
PSA vs AFRM
-21.4%
+86.4%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +5.1% | -4.4% | +0.3% |
| 7D | -2.8% | -1.3% | -1.6% | -2.8% |
| 30D | -9.3% | -2.7% | -6.6% | -9.2% |
| 3M | -8.8% | +7.4% | -16.2% | -9.3% |
| 6M | -0.2% | +40.7% | -40.9% | -2.7% |
| YTD | +15.3% | -4.0% | +19.3% | +14.8% |
| 1Y | +3.6% | -12.2% | +15.9% | +3.4% |
| 3Y | +19.8% | +203.1% | -183.3% | +6.7% |
| 5Y | +13.0% | -42.2% | +55.3% | -1.6% |
| All | +65.0% | -21.4% | +86.4% | +43.4% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling