-9.6%
UPS vs AFRM
+203.8%
-213.4%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.2% | -0.2% | -2.3% |
| 7D | 0.0% | -7.3% | +7.3% | +0.7% |
| 30D | +17.3% | -9.6% | +26.9% | +18.3% |
| 3M | +6.6% | -11.1% | +17.7% | +7.5% |
| 6M | +12.0% | +3.9% | +8.1% | +11.1% |
| YTD | +14.4% | -8.5% | +22.9% | +14.0% |
| 1Y | +23.3% | +3.3% | +20.0% | +21.4% |
| 3Y | -9.6% | +213.7% | -223.4% | -19.1% |
| All | -9.6% | +203.8% | -213.4% | -19.1% |
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