+873.4%
NI vs PODD
+796.9%
+76.4%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.1% | -1.6% | +0.3% |
| 7D | +4.3% | +4.1% | +0.2% | +3.8% |
| 30D | +12.4% | +13.9% | -1.5% | +10.5% |
| 3M | +10.2% | +4.1% | +6.0% | +9.4% |
| 6M | -0.8% | +2.4% | -3.3% | -1.7% |
| YTD | +13.2% | -46.4% | +59.6% | +20.8% |
| 1Y | +10.1% | -54.2% | +64.2% | +19.7% |
| 3Y | +103.1% | -6.9% | +110.0% | +99.2% |
| 5Y | +115.5% | -51.6% | +167.1% | +123.6% |
| 10Y | +195.5% | +329.3% | -133.8% | +121.4% |
| All | +873.4% | +796.9% | +76.4% | +443.7% |
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