-35.4%
TEAM vs AFRM
-27.4%
-7.9%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.1% | -1.0% | -3.2% |
| 7D | -22.2% | -8.4% | -13.9% | -20.3% |
| 30D | -28.1% | -18.3% | -9.9% | -24.2% |
| 3M | -2.2% | -12.7% | +10.5% | +1.0% |
| 6M | +62.2% | +3.0% | +59.2% | +58.4% |
| YTD | -8.4% | -11.4% | +3.0% | -7.2% |
| 1Y | -6.6% | -13.3% | +6.7% | -5.5% |
| 3Y | -15.7% | +194.0% | -209.7% | -46.8% |
| 5Y | -65.7% | -50.6% | -15.1% | -76.3% |
| All | -35.4% | -27.4% | -7.9% | -56.8% |
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