+74.5%
NVT vs AFRM
-20.8%
+95.3%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -5.5% | +3.0% | -1.4% |
| 7D | +7.0% | -8.0% | +15.0% | +8.7% |
| 30D | -2.3% | -9.8% | +7.4% | -0.8% |
| 3M | -3.1% | +4.7% | -7.8% | -5.2% |
| 6M | +47.0% | +34.1% | +12.9% | +35.1% |
| YTD | +56.2% | -8.4% | +64.6% | +55.0% |
| 1Y | +74.5% | -22.9% | +97.5% | +73.5% |
| All | +74.5% | -20.8% | +95.3% | +73.5% |
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