+271.2%
NRG vs PODD
+711.3%
-440.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -3.1% | -0.5% | -3.0% |
| 7D | +3.9% | -6.9% | +10.8% | +5.3% |
| 30D | -3.0% | -3.5% | +0.5% | -2.5% |
| 3M | -10.9% | -13.6% | +2.7% | -9.4% |
| 6M | -25.3% | -42.6% | +17.3% | -18.1% |
| YTD | -26.8% | -51.5% | +24.6% | -17.3% |
| 1Y | -23.3% | -60.9% | +37.6% | -9.7% |
| 3Y | +208.6% | -19.8% | +228.4% | +208.3% |
| 5Y | +194.1% | -54.4% | +248.5% | +217.9% |
| 10Y | +1,123.6% | +236.1% | +887.5% | +750.5% |
| All | +271.2% | +711.3% | -440.1% | +78.1% |
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