+20.9%
NVTS vs AFRM
-15.8%
+36.7%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -2.9% | -2.1% | -3.6% |
| 7D | +21.6% | -5.5% | +27.1% | +25.1% |
| 30D | -8.5% | -15.5% | +7.0% | +0.1% |
| 3M | -31.4% | -10.3% | -21.1% | -27.7% |
| 6M | -50.3% | +0.6% | -51.0% | -51.6% |
| YTD | +33.9% | -11.5% | +45.4% | +33.9% |
| All | +20.9% | -15.8% | +36.7% | +24.2% |
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