+8.5%
NI vs PODD
-48.3%
+56.8%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +6.6% | -5.1% | +1.0% |
| 7D | +3.9% | +10.8% | -6.9% | +3.1% |
| 30D | +15.3% | +21.7% | -6.4% | +13.7% |
| 3M | +2.4% | -1.1% | +3.5% | +2.2% |
| 6M | -4.5% | -3.7% | -0.8% | -4.7% |
| YTD | +11.4% | -41.9% | +53.3% | +12.9% |
| 1Y | +8.5% | -48.5% | +57.0% | +11.2% |
| All | +8.5% | -48.3% | +56.8% | +11.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling