+18.3%
NOW vs PODD
-22.7%
+41.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.1% | -0.9% | -2.5% |
| 7D | -2.4% | +1.6% | -4.0% | -2.7% |
| 30D | +20.5% | +10.7% | +9.8% | +17.9% |
| 3M | +18.3% | +0.7% | +17.6% | +17.4% |
| 6M | +24.1% | -39.3% | +63.3% | +36.2% |
| YTD | -7.8% | -48.1% | +40.3% | +4.3% |
| 1Y | -21.4% | -57.4% | +36.0% | -7.8% |
| All | +18.3% | -22.7% | +41.0% | +26.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling