+834.1%
NEE vs PODD
+782.5%
+51.6%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.3% | -1.7% | -0.5% |
| 7D | -2.8% | -9.1% | +6.3% | -1.8% |
| 30D | +9.5% | +7.3% | +2.2% | +8.6% |
| 3M | +1.0% | +3.7% | -2.6% | +0.5% |
| 6M | -8.0% | -2.7% | -5.3% | -8.3% |
| YTD | +9.4% | -47.2% | +56.7% | +16.3% |
| 1Y | +3.1% | -54.0% | +57.2% | +11.2% |
| 3Y | +70.5% | -3.3% | +73.8% | +66.5% |
| 5Y | +15.2% | -52.3% | +67.5% | +19.4% |
| 10Y | +291.2% | +322.4% | -31.2% | +217.6% |
| All | +834.1% | +782.5% | +51.6% | +504.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling