-3.0%
NU vs AFRM
-20.8%
+17.8%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -5.5% | +3.3% | -0.9% |
| 7D | -2.6% | -8.0% | +5.4% | -0.7% |
| 30D | +8.2% | -9.8% | +18.0% | +10.6% |
| 3M | +26.3% | +4.7% | +21.6% | +25.0% |
| 6M | +2.2% | +34.1% | -31.9% | -4.0% |
| YTD | -10.4% | -8.4% | -2.0% | -11.3% |
| 1Y | -3.0% | -22.9% | +19.9% | -3.2% |
| All | -3.0% | -20.8% | +17.8% | -3.2% |
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