+294.1%
AFRM vs NVDX
+833.4%
-539.3%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.9% | +3.5% | +0.5% |
| 7D | +3.1% | +7.3% | -4.2% | +1.5% |
| 30D | -4.2% | -0.9% | -3.3% | -4.7% |
| 3M | +10.1% | +8.4% | +1.7% | +6.5% |
| 6M | +39.4% | +38.2% | +1.3% | +26.9% |
| YTD | -3.2% | +19.3% | -22.4% | -10.1% |
| 1Y | -16.1% | +33.3% | -49.3% | -25.0% |
| All | +294.1% | +833.4% | -539.3% | +78.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDX.
Daily Out/Under-Performance
Portfolio return minus NVDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDX 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 NVDX 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