-12.6%
TDG vs AFRM
-24.3%
+11.7%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -5.5% | +3.8% | -1.1% |
| 7D | -2.4% | -8.0% | +5.6% | -1.5% |
| 30D | -8.0% | -9.8% | +1.8% | -7.0% |
| 3M | -10.5% | +4.7% | -15.1% | -11.1% |
| 6M | -11.9% | +34.1% | -46.0% | -14.6% |
| YTD | -15.4% | -8.4% | -6.9% | -17.7% |
| All | -12.6% | -24.3% | +11.7% | -16.3% |
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