-4.5%
UPS vs AFRM
+192.6%
-197.2%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.1% | +2.9% | +1.9% |
| 7D | +3.8% | -4.4% | +8.2% | +4.2% |
| 30D | +17.4% | -7.7% | +25.0% | +18.2% |
| 3M | +8.2% | -16.9% | +25.1% | +9.8% |
| 6M | +17.9% | +2.5% | +15.5% | +17.2% |
| YTD | +18.7% | -12.5% | +31.2% | +18.8% |
| 1Y | +24.8% | -11.0% | +35.8% | +24.5% |
| 3Y | -4.5% | +184.6% | -189.1% | -17.0% |
| All | -4.5% | +192.6% | -197.2% | -17.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling