+146.2%
NUE vs AFRM
-21.7%
+167.9%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.4% | -1.4% | -1.7% |
| 7D | +1.8% | +3.1% | -1.3% | +1.4% |
| 30D | -6.0% | -4.2% | -1.7% | -5.6% |
| 3M | +1.4% | +10.1% | -8.7% | -0.3% |
| 6M | +52.8% | +39.4% | +13.4% | +45.3% |
| YTD | +58.1% | -3.2% | +61.3% | +56.4% |
| 1Y | +80.4% | -16.1% | +96.5% | +80.5% |
| 3Y | +62.3% | +220.8% | -158.5% | +29.8% |
| 5Y | +146.2% | -17.7% | +163.9% | +86.0% |
| All | +146.2% | -21.7% | +167.9% | +86.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling