+43.0%
NVTS vs AFRM
+235.6%
-192.5%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -2.6% | +8.9% | +7.3% |
| 7D | +2.7% | -7.0% | +9.7% | +5.4% |
| 30D | -4.5% | -7.8% | +3.3% | -2.2% |
| 3M | -61.5% | +5.3% | -66.8% | -62.5% |
| 6M | +28.0% | +42.6% | -14.7% | +10.5% |
| YTD | +65.3% | -2.8% | +68.1% | +63.2% |
| 1Y | +113.0% | -19.3% | +132.3% | +122.0% |
| All | +43.0% | +235.6% | -192.5% | -12.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling