+99.9%
PODD vs NTR
+103.7%
-3.8%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | 0.0% | -3.1% | -3.1% |
| 7D | -6.9% | +0.5% | -7.4% | -7.0% |
| 30D | -3.5% | +21.7% | -25.2% | -7.6% |
| 3M | -13.6% | +22.8% | -36.4% | -17.7% |
| 6M | -42.6% | +8.2% | -50.8% | -44.1% |
| YTD | -51.5% | +32.9% | -84.4% | -55.1% |
| 1Y | -60.9% | +45.3% | -106.2% | -64.8% |
| 3Y | -19.8% | +41.7% | -61.4% | -28.4% |
| 5Y | -54.4% | +49.8% | -104.2% | -61.8% |
| All | +99.9% | +103.7% | -3.8% | +27.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 NTR 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