+365.5%
NEM vs PODD
+767.5%
-402.1%
-76.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.1% | +0.3% | -1.6% |
| 7D | +0.3% | +1.6% | -1.3% | +0.1% |
| 30D | +23.1% | +10.7% | +12.4% | +21.8% |
| 3M | +18.5% | +0.7% | +17.8% | +17.6% |
| 6M | +7.8% | -39.3% | +47.1% | +12.3% |
| YTD | +29.1% | -48.1% | +77.2% | +36.6% |
| 1Y | +72.7% | -57.4% | +130.1% | +86.1% |
| 3Y | +248.7% | -23.3% | +272.0% | +250.3% |
| 5Y | +148.7% | -51.3% | +199.9% | +156.9% |
| 10Y | +304.8% | +242.0% | +62.7% | +239.8% |
| All | +365.5% | +767.5% | -402.1% | +183.9% |
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 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