+113.9%
NVTS vs AFRM
-17.6%
+131.5%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.1% | +1.9% |
| 7D | +9.7% | +3.1% | +6.6% | +8.0% |
| 30D | -13.6% | -4.2% | -9.4% | -12.6% |
| 3M | -51.0% | +10.1% | -61.1% | -54.0% |
| 6M | +46.3% | +39.4% | +6.9% | +19.9% |
| YTD | +68.1% | -3.2% | +71.2% | +62.1% |
| 1Y | +113.9% | -16.1% | +130.0% | +125.6% |
| All | +113.9% | -17.6% | +131.5% | +125.6% |
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