+28.0%
NU vs PODD
-44.8%
+72.8%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | +2.1% | +9.6% | +11.1% |
| 7D | +9.9% | +4.1% | +5.8% | +8.6% |
| 30D | -11.5% | +13.9% | -25.3% | -15.3% |
| 3M | -5.1% | +4.1% | -9.2% | -6.7% |
| 6M | +3.1% | +2.4% | +0.7% | -0.2% |
| YTD | -21.0% | -46.4% | +25.3% | -4.8% |
| 1Y | -15.2% | -54.2% | +39.0% | +8.1% |
| 3Y | +56.4% | -6.9% | +63.3% | +42.1% |
| All | +28.0% | -44.8% | +72.8% | +49.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling