+48.8%
NU vs PODD
-46.6%
+95.4%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.1% | +0.1% | -1.3% |
| 7D | +7.5% | +1.6% | +5.9% | +6.9% |
| 30D | +6.1% | +10.7% | -4.5% | +2.4% |
| 3M | +26.8% | +0.7% | +26.1% | +23.6% |
| 6M | +2.5% | -39.3% | +41.7% | +18.7% |
| YTD | -8.2% | -48.1% | +39.9% | +12.1% |
| 1Y | +3.4% | -57.4% | +60.8% | +35.1% |
| 3Y | +116.2% | -23.3% | +139.4% | +113.2% |
| All | +48.8% | -46.6% | +95.4% | +75.9% |
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