+41.5%
NU vs PODD
-52.2%
+93.8%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.0% | -0.6% | -2.0% |
| 7D | -4.9% | -10.5% | +5.6% | -1.5% |
| 30D | +7.8% | -9.0% | +16.8% | +10.9% |
| 3M | +20.9% | -11.5% | +32.5% | +23.1% |
| 6M | +0.9% | -44.7% | +45.6% | +20.4% |
| YTD | -12.7% | -53.6% | +40.9% | +10.5% |
| 1Y | -6.4% | -61.0% | +54.5% | +25.6% |
| 3Y | +98.1% | -24.7% | +122.8% | +93.4% |
| All | +41.5% | -52.2% | +93.8% | +73.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling