+230.2%
NXT vs PODD
-48.2%
+278.4%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.3% | -0.6% | +0.7% |
| 7D | -5.7% | -9.1% | +3.4% | -4.9% |
| 30D | +18.5% | +7.3% | +11.2% | +18.0% |
| 3M | -4.1% | +3.7% | -7.8% | -4.3% |
| 6M | -20.3% | -2.7% | -17.6% | -21.0% |
| YTD | +15.5% | -47.2% | +62.7% | +27.7% |
| 1Y | -5.0% | -54.0% | +49.1% | +8.2% |
| 3Y | +191.6% | -3.3% | +194.9% | +174.7% |
| All | +230.2% | -48.2% | +278.4% | +229.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling