+103.3%
NU vs PODD
-21.1%
+124.4%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.1% | +0.9% | -1.6% |
| 7D | -2.6% | -6.9% | +4.3% | -1.4% |
| 30D | +8.2% | -3.5% | +11.7% | +8.8% |
| 3M | +26.3% | -13.6% | +39.9% | +28.2% |
| 6M | +2.2% | -42.6% | +44.9% | +12.2% |
| YTD | -10.4% | -51.5% | +41.1% | +1.5% |
| 1Y | -3.0% | -60.9% | +57.9% | +14.8% |
| All | +103.3% | -21.1% | +124.4% | +112.2% |
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