+65.2%
NUE vs AFRM
+223.0%
-157.8%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.6% | +2.1% | -0.2% |
| 7D | +4.2% | -7.0% | +11.2% | +5.1% |
| 30D | -5.0% | -7.8% | +2.8% | -4.2% |
| 3M | -0.2% | +5.3% | -5.5% | -1.5% |
| 6M | +49.1% | +42.6% | +6.5% | +40.8% |
| YTD | +61.0% | -2.8% | +63.8% | +59.0% |
| 1Y | +82.5% | -19.3% | +101.8% | +83.6% |
| All | +65.2% | +223.0% | -157.8% | +30.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling