+100.5%
NXT vs PODD
-20.7%
+121.2%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.5% | +4.7% | +1.4% |
| 7D | +2.9% | -4.1% | +7.0% | +3.2% |
| 30D | -17.2% | +0.8% | -18.0% | -17.3% |
| 3M | -32.0% | -6.1% | -25.9% | -32.3% |
| 6M | -15.8% | -40.0% | +24.2% | -9.0% |
| YTD | -1.9% | -49.9% | +48.0% | +9.9% |
| 1Y | +22.5% | -59.3% | +81.8% | +43.8% |
| 3Y | +100.5% | -17.2% | +117.8% | +87.1% |
| All | +100.5% | -20.7% | +121.2% | +87.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling