+55.9%
TNA vs AFRM
-20.8%
+76.7%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -5.5% | +1.3% | -1.5% |
| 7D | -3.6% | -8.0% | +4.4% | +0.3% |
| 30D | -10.1% | -9.8% | -0.3% | -5.9% |
| 3M | +2.7% | +4.7% | -2.0% | -0.8% |
| 6M | +38.4% | +34.1% | +4.3% | +17.8% |
| YTD | +45.4% | -8.4% | +53.9% | +43.3% |
| 1Y | +55.9% | -22.9% | +78.9% | +52.8% |
| All | +55.9% | -20.8% | +76.7% | +52.8% |
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 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