+212.0%
NXT vs PODD
-47.3%
+259.3%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.1% | -0.6% | +1.3% |
| 7D | -9.4% | +4.1% | -13.5% | -9.7% |
| 30D | +15.1% | +13.9% | +1.3% | +14.0% |
| 3M | -9.1% | +4.1% | -13.2% | -9.4% |
| 6M | -30.3% | +2.4% | -32.8% | -31.3% |
| YTD | +9.1% | -46.4% | +55.4% | +20.4% |
| 1Y | +7.9% | -54.2% | +62.0% | +23.1% |
| 3Y | +176.5% | -6.9% | +183.4% | +162.3% |
| All | +212.0% | -47.3% | +259.3% | +211.2% |
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