-12.4%
UPS vs AFRM
-25.2%
+12.8%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.1% | +2.6% | +2.5% |
| 7D | +1.1% | -7.5% | +8.7% | +1.8% |
| 30D | +17.3% | -15.7% | +33.0% | +18.9% |
| 3M | +7.9% | -9.6% | +17.5% | +8.5% |
| 6M | +13.7% | +6.3% | +7.5% | +12.7% |
| YTD | +17.2% | -8.6% | +25.8% | +16.9% |
| 1Y | +23.2% | -7.6% | +30.8% | +22.6% |
| 3Y | -5.9% | +173.7% | -179.5% | -17.8% |
| 5Y | -33.1% | -56.9% | +23.8% | -43.1% |
| All | -12.4% | -25.2% | +12.8% | -26.0% |
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 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