+208.7%
NRG vs PODD
-24.5%
+233.2%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.0% | +3.6% | +1.9% |
| 7D | -4.7% | -10.5% | +5.9% | -3.2% |
| 30D | -6.0% | -9.0% | +3.1% | -4.8% |
| 3M | -8.0% | -11.5% | +3.6% | -7.6% |
| 6M | -23.2% | -44.7% | +21.6% | -15.9% |
| YTD | -28.1% | -53.6% | +25.5% | -18.8% |
| 1Y | -27.3% | -61.0% | +33.7% | -15.1% |
| 3Y | +208.7% | -24.7% | +233.4% | +232.3% |
| All | +208.7% | -24.5% | +233.2% | +232.3% |
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 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