-55.6%
NVTS vs PODD
-51.4%
-4.2%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +2.1% | -8.5% | -7.2% |
| 7D | +3.9% | +4.1% | -0.1% | +2.4% |
| 30D | -4.3% | +13.9% | -18.2% | -9.1% |
| 3M | -34.5% | +4.1% | -38.6% | -36.1% |
| 6M | -57.7% | +2.4% | -60.2% | -60.4% |
| YTD | +25.4% | -46.4% | +71.7% | +60.0% |
| 1Y | +13.1% | -54.2% | +67.3% | +56.2% |
| 3Y | +48.9% | -6.9% | +55.8% | +32.7% |
| All | -55.6% | -51.4% | -4.2% | -44.8% |
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