+244.8%
NEE vs PODD
+223.0%
+21.9%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.0% | +1.9% | +0.1% |
| 7D | -1.3% | -10.5% | +9.2% | +0.1% |
| 30D | -3.3% | -9.0% | +5.7% | -2.2% |
| 3M | -2.3% | -11.5% | +9.3% | -1.2% |
| 6M | -8.9% | -44.7% | +35.9% | -2.4% |
| YTD | +4.8% | -53.6% | +58.3% | +14.7% |
| 1Y | +18.7% | -61.0% | +79.7% | +32.9% |
| 3Y | +33.2% | -24.7% | +58.0% | +32.7% |
| 5Y | +10.9% | -55.5% | +66.3% | +16.8% |
| All | +244.8% | +223.0% | +21.9% | +221.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 10y: compounded portfolio wealth divided by compounded PODD 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…
10y analysis · Full analysis span regression · 6 months rolling