+35.7%
TNA vs AFRM
-16.7%
+52.4%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.1% | +0.1% | -0.4% |
| 7D | +3.7% | -4.4% | +8.1% | +6.3% |
| 30D | +4.4% | -7.7% | +12.0% | +9.5% |
| 3M | -26.7% | -16.9% | -9.8% | -19.5% |
| 6M | -12.8% | +2.5% | -15.3% | -14.6% |
| YTD | +22.7% | -12.5% | +35.2% | +21.8% |
| 1Y | +35.7% | -11.0% | +46.7% | +41.6% |
| All | +35.7% | -16.7% | +52.4% | +41.6% |
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