+22.3%
UPS vs AFRM
-13.2%
+35.5%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.9% | +1.1% | -1.4% |
| 7D | -0.6% | -5.5% | +4.9% | +0.2% |
| 30D | +16.4% | -15.5% | +31.9% | +18.9% |
| 3M | +7.9% | -10.3% | +18.2% | +9.1% |
| 6M | +15.8% | +0.6% | +15.2% | +15.0% |
| YTD | +16.6% | -11.5% | +28.1% | +16.5% |
| 1Y | +22.3% | -16.6% | +38.9% | +25.7% |
| All | +22.3% | -13.2% | +35.5% | +25.7% |
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