-41.1%
NVDL vs AFRM
-16.7%
-24.4%
-58.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.1% | -2.9% | -3.6% |
| 7D | -24.8% | -4.4% | -20.4% | -23.5% |
| 30D | -48.0% | -7.7% | -40.4% | -46.4% |
| 3M | -51.5% | -16.9% | -34.7% | -48.7% |
| 6M | -54.9% | +2.5% | -57.4% | -55.4% |
| YTD | -39.2% | -12.5% | -26.7% | -41.0% |
| 1Y | -41.1% | -11.0% | -30.1% | -43.4% |
| All | -41.1% | -16.7% | -24.4% | -43.4% |
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