-10.8%
NVTS vs AFRM
+8.5%
-19.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +5.0% | +4.0% | +6.7% |
| 7D | -0.3% | +3.1% | -3.4% | -1.7% |
| 30D | -24.4% | +1.1% | -25.5% | -24.7% |
| 3M | -26.5% | -3.2% | -23.2% | -26.1% |
| 6M | -41.4% | +12.7% | -54.1% | -46.0% |
| YTD | +30.7% | +1.6% | +29.1% | +20.4% |
| 1Y | -10.8% | +5.9% | -16.7% | -18.8% |
| All | -10.8% | +8.5% | -19.3% | -18.8% |
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