+120.1%
NEM vs PODD
-52.9%
+172.9%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.5% | -4.4% | -4.9% |
| 7D | -5.9% | -4.4% | -1.5% | -5.4% |
| 30D | -2.6% | +8.1% | -10.6% | -3.5% |
| 3M | -4.2% | +2.9% | -7.1% | -4.7% |
| 6M | -5.5% | -5.7% | +0.2% | -5.8% |
| YTD | +13.5% | -47.5% | +61.0% | +23.9% |
| 1Y | +22.2% | -55.7% | +77.8% | +37.0% |
| 3Y | +249.0% | -3.7% | +252.7% | +242.0% |
| 5Y | +120.1% | -52.6% | +172.7% | +122.9% |
| All | +120.1% | -52.9% | +172.9% | +122.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling