+98.0%
NI vs PODD
-55.6%
+153.6%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.3% | +1.7% | -0.4% |
| 7D | -0.6% | -10.6% | +10.0% | +0.5% |
| 30D | -1.4% | -6.9% | +5.5% | -0.8% |
| 3M | -10.6% | -10.6% | +0.1% | -9.8% |
| 6M | -9.9% | -43.5% | +33.6% | -5.1% |
| YTD | +1.2% | -52.6% | +53.8% | +8.5% |
| 1Y | +4.4% | -60.1% | +64.5% | +13.9% |
| 3Y | +68.6% | -21.7% | +90.3% | +69.1% |
| 5Y | +98.0% | -54.6% | +152.6% | +101.5% |
| All | +98.0% | -55.6% | +153.6% | +101.5% |
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