-9.4%
NVTS vs PODD
-54.4%
+45.0%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -3.1% | -0.3% | -2.1% |
| 7D | +3.5% | -6.9% | +10.4% | +6.3% |
| 30D | -11.9% | -3.5% | -8.5% | -11.3% |
| 3M | -49.2% | -13.6% | -35.6% | -48.2% |
| 6M | +38.4% | -42.6% | +81.0% | +68.5% |
| YTD | +62.5% | -51.5% | +113.9% | +115.8% |
| 1Y | +101.4% | -60.9% | +162.3% | +196.6% |
| 3Y | +40.4% | -19.8% | +60.2% | +33.0% |
| All | -9.4% | -54.4% | +45.0% | +12.5% |
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