+90.8%
SCHD vs AFRM
-20.4%
+111.2%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.6% | +1.8% | -0.6% |
| 7D | -0.3% | -7.0% | +6.7% | +0.1% |
| 30D | +3.4% | -7.8% | +11.2% | +3.9% |
| 3M | +7.6% | +5.3% | +2.3% | +7.1% |
| 6M | +12.2% | +42.6% | -30.5% | +9.3% |
| YTD | +29.0% | -2.8% | +31.8% | +28.3% |
| 1Y | +30.3% | -19.3% | +49.6% | +30.6% |
| 3Y | +56.1% | +231.0% | -174.8% | +39.4% |
| 5Y | +60.4% | -22.2% | +82.7% | +40.8% |
| All | +90.8% | -20.4% | +111.2% | +66.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling