+56.4%
NU vs PODD
-4.1%
+60.5%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | +2.1% | +9.6% | +11.3% |
| 7D | +9.9% | +4.1% | +5.8% | +9.1% |
| 30D | -11.5% | +13.9% | -25.3% | -13.6% |
| 3M | -5.1% | +4.1% | -9.2% | -6.0% |
| 6M | +3.1% | +2.4% | +0.7% | +1.1% |
| YTD | -21.0% | -46.4% | +25.3% | -11.3% |
| 1Y | -15.2% | -54.2% | +39.0% | -1.3% |
| 3Y | +56.4% | -6.9% | +63.3% | +45.7% |
| All | +56.4% | -4.1% | +60.5% | +45.7% |
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