+63.4%
NUE vs PODD
-23.0%
+86.4%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.3% | +1.4% | -0.8% |
| 7D | -2.7% | -10.6% | +7.9% | -2.2% |
| 30D | -6.1% | -6.9% | +0.9% | -5.8% |
| 3M | +2.2% | -10.6% | +12.9% | +2.5% |
| 6M | +50.8% | -43.5% | +94.2% | +56.8% |
| YTD | +57.5% | -52.6% | +110.2% | +66.4% |
| 1Y | +82.5% | -60.1% | +142.6% | +95.4% |
| All | +63.4% | -23.0% | +86.4% | +68.2% |
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