+247.7%
NEM vs PODD
-20.7%
+268.4%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.5% | +2.7% | -0.4% |
| 7D | +3.9% | -4.1% | +8.0% | +4.3% |
| 30D | +12.7% | +0.8% | +11.9% | +12.6% |
| 3M | +28.7% | -6.1% | +34.7% | +28.1% |
| 6M | +9.8% | -40.0% | +49.7% | +17.7% |
| YTD | +28.1% | -49.9% | +78.0% | +41.5% |
| 1Y | +69.3% | -59.3% | +128.6% | +93.5% |
| 3Y | +247.7% | -17.2% | +264.9% | +223.1% |
| All | +247.7% | -20.7% | +268.4% | +223.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling