+18.8%
NVDL vs AFRM
-24.5%
+43.2%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.2% | -4.5% | -4.6% |
| 7D | -8.7% | -8.5% | -0.2% | -6.1% |
| 30D | -1.3% | -11.4% | +10.1% | +2.1% |
| 3M | +11.4% | +8.2% | +3.1% | +7.2% |
| 6M | +22.9% | +36.6% | -13.7% | +11.4% |
| YTD | +15.4% | -8.7% | +24.1% | +13.9% |
| 1Y | +18.8% | -19.9% | +38.6% | +19.9% |
| All | +18.8% | -24.5% | +43.2% | +19.9% |
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