+3.4%
NU vs AFRM
-15.0%
+18.4%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.6% | +0.6% | -1.4% |
| 7D | +7.5% | -7.0% | +14.4% | +9.1% |
| 30D | +6.1% | -7.8% | +13.9% | +7.9% |
| 3M | +26.8% | +5.3% | +21.5% | +25.1% |
| 6M | +2.5% | +42.6% | -40.2% | -5.1% |
| YTD | -8.2% | -2.8% | -5.4% | -10.3% |
| 1Y | +3.4% | -19.3% | +22.7% | +2.3% |
| All | +3.4% | -15.0% | +18.4% | +2.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling