+6.6%
PSA vs AFRM
-17.6%
+24.2%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.2% | -0.1% |
| 7D | -0.4% | +3.1% | -3.5% | -0.5% |
| 30D | -8.2% | -4.2% | -3.9% | -8.0% |
| 3M | -2.1% | +10.1% | -12.3% | -2.6% |
| 6M | -0.2% | +39.4% | -39.6% | -2.3% |
| YTD | +18.5% | -3.2% | +21.7% | +16.1% |
| 1Y | +6.6% | -16.1% | +22.7% | +1.7% |
| All | +6.6% | -17.6% | +24.2% | +1.7% |
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