+187.8%
AFRM vs NVMI
+192.6%
-4.9%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -3.8% | +0.9% | -1.4% |
| 7D | -5.5% | +16.9% | -22.4% | -11.7% |
| 30D | -15.5% | -4.3% | -11.2% | -14.4% |
| 3M | -10.3% | -19.3% | +9.0% | -3.6% |
| 6M | +0.6% | -33.6% | +34.2% | +13.3% |
| YTD | -11.5% | -0.2% | -11.3% | -20.8% |
| 1Y | -16.6% | +5.1% | -21.7% | -27.5% |
| All | +187.8% | +192.6% | -4.9% | +49.4% |
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