-56.0%
NVO vs AFRM
+195.9%
-251.9%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.9% | +1.9% | -0.8% |
| 7D | +0.9% | -5.5% | +6.4% | +1.3% |
| 30D | +6.8% | -15.5% | +22.3% | +8.1% |
| 3M | -11.3% | -10.3% | -1.0% | -10.6% |
| 6M | -12.4% | +0.6% | -13.0% | -12.8% |
| YTD | -16.1% | -11.5% | -4.6% | -16.5% |
| 1Y | -15.1% | -16.6% | +1.5% | -15.3% |
| All | -56.0% | +195.9% | -251.9% | -55.0% |
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 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