+66.7%
PSA vs AFRM
-21.4%
+88.1%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +5.1% | -4.4% | +0.3% |
| 7D | -1.8% | -1.3% | -0.6% | -1.8% |
| 30D | -8.4% | -2.7% | -5.7% | -8.3% |
| 3M | -7.8% | +7.4% | -15.3% | -8.4% |
| 6M | +0.8% | +40.7% | -39.9% | -1.7% |
| YTD | +16.5% | -4.0% | +20.5% | +16.0% |
| 1Y | +4.7% | -12.2% | +17.0% | +4.4% |
| 3Y | +21.1% | +203.1% | -182.0% | +7.8% |
| 5Y | +14.2% | -42.2% | +56.4% | -0.6% |
| All | +66.7% | -21.4% | +88.1% | +44.9% |
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