+2,490.2%
NVDL vs PODD
-57.5%
+2,547.7%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.0% | +1.8% | +0.3% |
| 7D | -10.3% | -10.5% | +0.2% | -8.0% |
| 30D | -7.1% | -9.0% | +1.9% | -5.2% |
| 3M | +6.6% | -11.5% | +18.1% | +6.7% |
| 6M | +21.1% | -44.7% | +65.8% | +41.8% |
| YTD | +15.2% | -53.6% | +68.8% | +43.9% |
| 1Y | +18.8% | -61.0% | +79.7% | +58.1% |
| 3Y | +649.9% | -24.7% | +674.6% | +742.8% |
| All | +2,490.2% | -57.5% | +2,547.7% | +2,838.2% |
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 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