+48.8%
NU vs AFRM
-42.8%
+91.6%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.6% | +0.6% | -1.2% |
| 7D | +7.5% | -7.0% | +14.4% | +9.7% |
| 30D | +6.1% | -7.8% | +13.9% | +8.5% |
| 3M | +26.8% | +5.3% | +21.5% | +24.0% |
| 6M | +2.5% | +42.6% | -40.2% | -9.0% |
| YTD | -8.2% | -2.8% | -5.4% | -9.7% |
| 1Y | +3.4% | -19.3% | +22.7% | +5.5% |
| 3Y | +116.2% | +231.0% | -114.8% | +16.3% |
| All | +48.8% | -42.8% | +91.6% | +18.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling