+311.1%
NEM vs PODD
+796.9%
-485.8%
-76.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.1% | -1.7% | +0.2% |
| 7D | -6.4% | +4.1% | -10.5% | -6.8% |
| 30D | +1.4% | +13.9% | -12.4% | +0.1% |
| 3M | -0.7% | +4.1% | -4.8% | -1.2% |
| 6M | -4.5% | +2.4% | -6.9% | -5.4% |
| YTD | +14.0% | -46.4% | +60.4% | +20.2% |
| 1Y | +27.3% | -54.2% | +81.5% | +36.3% |
| 3Y | +250.5% | -6.9% | +257.4% | +246.5% |
| 5Y | +121.1% | -51.6% | +172.6% | +128.5% |
| 10Y | +358.3% | +329.3% | +29.0% | +277.0% |
| All | +311.1% | +796.9% | -485.8% | +149.8% |
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