-7.8%
NVTS vs PODD
-51.2%
+43.4%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -2.1% | +8.4% | +7.1% |
| 7D | +2.7% | +1.6% | +1.1% | +2.0% |
| 30D | -4.5% | +10.7% | -15.1% | -8.8% |
| 3M | -61.5% | +0.7% | -62.3% | -63.5% |
| 6M | +28.0% | -39.3% | +67.3% | +52.8% |
| YTD | +65.3% | -48.1% | +113.4% | +113.9% |
| 1Y | +113.0% | -57.4% | +170.4% | +202.9% |
| 3Y | +34.7% | -23.3% | +58.0% | +32.5% |
| All | -7.8% | -51.2% | +43.4% | +11.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling