-18.6%
NRG vs PODD
-57.0%
+38.5%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -2.1% | +8.5% | +6.5% |
| 7D | +7.1% | +1.6% | +5.5% | +7.0% |
| 30D | -1.4% | +10.7% | -12.1% | -1.8% |
| 3M | -10.5% | +0.7% | -11.2% | -11.7% |
| 6M | -26.7% | -39.3% | +12.5% | -23.1% |
| YTD | -24.5% | -48.1% | +23.6% | -19.1% |
| 1Y | -18.6% | -57.4% | +38.9% | -7.3% |
| All | -18.6% | -57.0% | +38.5% | -7.3% |
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