-24.6%
NU vs AFRM
-13.0%
-11.6%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.1% | +0.8% | -1.4% |
| 7D | +4.0% | -8.4% | +12.4% | +6.6% |
| 30D | -25.1% | -18.3% | -6.8% | -20.8% |
| 3M | -12.8% | -12.7% | -0.1% | -9.8% |
| 6M | -12.5% | +3.0% | -15.5% | -12.8% |
| YTD | -27.8% | -11.4% | -16.4% | -28.2% |
| 1Y | -24.6% | -13.3% | -11.3% | -23.0% |
| All | -24.6% | -13.0% | -11.6% | -23.0% |
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