+99.8%
SLV vs AFRM
-58.9%
+158.7%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.9% | -2.5% | +0.2% |
| 7D | -1.1% | -10.3% | +9.2% | -0.5% |
| 30D | -14.2% | -13.7% | -0.4% | -13.5% |
| 3M | -20.3% | -11.6% | -8.8% | -19.8% |
| 6M | -40.2% | +2.1% | -42.3% | -40.3% |
| YTD | -27.6% | -8.9% | -18.7% | -27.6% |
| 1Y | +0.4% | -9.7% | +10.1% | +0.4% |
| 3Y | +129.4% | +202.5% | -73.1% | +112.1% |
| 5Y | +99.8% | -55.3% | +155.1% | +90.2% |
| All | +99.8% | -58.9% | +158.7% | +90.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling