+1,700.8%
NTRA vs PODD
+360.8%
+1,340.0%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.5% | +2.3% | +0.4% |
| 7D | +1.1% | -4.1% | +5.2% | +3.0% |
| 30D | +0.6% | +0.8% | -0.2% | -0.1% |
| 3M | +51.8% | -6.1% | +57.9% | +52.1% |
| 6M | +63.6% | -40.0% | +103.6% | +100.7% |
| YTD | +41.5% | -49.9% | +91.4% | +89.0% |
| 1Y | +93.6% | -59.3% | +152.9% | +182.6% |
| 3Y | +498.0% | -17.2% | +515.3% | +474.2% |
| 5Y | +172.5% | -53.0% | +225.4% | +236.1% |
| 10Y | +2,960.8% | +226.1% | +2,734.7% | +1,687.8% |
| All | +1,700.8% | +360.8% | +1,340.0% | +819.9% |
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