+410.8%
NVT vs AFRM
-22.6%
+433.3%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -5.5% | +3.0% | -1.7% |
| 7D | +7.0% | -8.0% | +15.0% | +8.2% |
| 30D | -2.3% | -9.8% | +7.4% | -1.2% |
| 3M | -3.1% | +4.7% | -7.8% | -4.2% |
| 6M | +47.0% | +34.1% | +12.9% | +39.9% |
| YTD | +56.2% | -8.4% | +64.6% | +55.9% |
| 1Y | +74.5% | -22.9% | +97.5% | +77.3% |
| 3Y | +184.0% | +203.3% | -19.3% | +134.5% |
| 5Y | +410.8% | -26.0% | +436.7% | +335.4% |
| All | +410.8% | -22.6% | +433.3% | +335.4% |
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 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