+105.5%
NOK vs PODD
-54.5%
+160.0%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.1% | +4.1% | +1.3% |
| 7D | +9.3% | -6.9% | +16.2% | +10.1% |
| 30D | +17.9% | -3.5% | +21.3% | +18.1% |
| 3M | -22.3% | -13.6% | -8.7% | -21.6% |
| 6M | +36.4% | -42.6% | +79.0% | +46.2% |
| YTD | +66.3% | -51.5% | +117.8% | +83.6% |
| 1Y | +134.4% | -60.9% | +195.3% | +168.4% |
| 3Y | +186.6% | -19.8% | +206.4% | +173.2% |
| All | +105.5% | -54.5% | +160.0% | +115.0% |
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