+220.8%
AFRM vs NVMI
+212.4%
+8.4%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.3% | -1.7% | -0.9% |
| 7D | +3.1% | +11.7% | -8.6% | -1.8% |
| 30D | -4.2% | -4.0% | -0.2% | -3.0% |
| 3M | +10.1% | -25.8% | +35.9% | +21.4% |
| 6M | +39.4% | -8.3% | +47.7% | +36.2% |
| YTD | -3.2% | +14.8% | -18.0% | -17.4% |
| 1Y | -16.1% | +37.9% | -53.9% | -35.6% |
| 3Y | +220.8% | +216.3% | +4.5% | +27.4% |
| All | +220.8% | +212.4% | +8.4% | +27.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 NVMI 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