-12.9%
TEAM vs AFRM
+204.9%
-217.8%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.9% | -0.3% | +1.9% |
| 7D | -19.7% | -10.3% | -9.5% | -17.4% |
| 30D | -26.6% | -13.7% | -12.9% | -24.0% |
| 3M | -1.1% | -11.6% | +10.5% | +1.5% |
| 6M | +74.6% | +2.1% | +72.5% | +71.5% |
| YTD | -6.0% | -8.9% | +2.9% | -6.1% |
| 1Y | -3.2% | -9.7% | +6.5% | -3.6% |
| All | -12.9% | +204.9% | -217.8% | -38.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling