+402.8%
NVT vs PODD
-55.6%
+458.4%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.3% | +0.2% | -1.8% |
| 7D | +2.0% | -10.6% | +12.6% | +3.8% |
| 30D | -7.2% | -6.9% | -0.2% | -6.3% |
| 3M | -0.9% | -10.6% | +9.7% | -0.5% |
| 6M | +42.6% | -43.5% | +86.1% | +56.1% |
| YTD | +52.9% | -52.6% | +105.5% | +73.6% |
| 1Y | +64.5% | -60.1% | +124.6% | +93.3% |
| 3Y | +178.0% | -21.7% | +199.6% | +177.6% |
| 5Y | +402.8% | -54.6% | +457.3% | +475.1% |
| All | +402.8% | -55.6% | +458.4% | +475.1% |
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