-50.3%
TEAM vs AFRM
-23.1%
-27.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -2.6% | 0.0% | -1.8% |
| 7D | -0.4% | -7.0% | +6.5% | +1.6% |
| 30D | +67.3% | -7.8% | +75.1% | +71.0% |
| 3M | +86.8% | +5.3% | +81.5% | +82.0% |
| 6M | +146.8% | +42.6% | +104.2% | +119.0% |
| YTD | +16.9% | -2.8% | +19.7% | +15.7% |
| 1Y | +12.8% | -19.3% | +32.1% | +16.1% |
| 3Y | -7.3% | +231.0% | -238.2% | -48.5% |
| All | -50.3% | -23.1% | -27.3% | -67.0% |
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