+295.6%
AFRM vs NVDX
+871.3%
-575.7%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.4% | -4.1% | -2.9% |
| 7D | -7.0% | +11.6% | -18.6% | -9.1% |
| 30D | -7.8% | +7.5% | -15.3% | -9.9% |
| 3M | +5.3% | +2.1% | +3.2% | +3.2% |
| 6M | +42.6% | +35.5% | +7.1% | +30.4% |
| YTD | -2.8% | +24.1% | -26.9% | -10.5% |
| 1Y | -19.3% | +33.0% | -52.3% | -27.8% |
| All | +295.6% | +871.3% | -575.7% | +77.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling