-24.7%
PODD vs NTRS
+168.2%
-192.9%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.1% | -3.1% | -2.3% |
| 7D | -10.5% | +1.4% | -11.9% | -10.8% |
| 30D | -9.0% | -0.7% | -8.4% | -8.9% |
| 3M | -11.5% | +11.3% | -22.9% | -14.4% |
| 6M | -44.7% | +35.5% | -80.3% | -49.7% |
| YTD | -53.6% | +40.6% | -94.2% | -58.4% |
| 1Y | -61.0% | +49.2% | -110.2% | -65.8% |
| 3Y | -24.7% | +167.2% | -191.9% | -49.4% |
| All | -24.7% | +168.2% | -192.9% | -49.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NTRS.
Daily Out/Under-Performance
Portfolio return minus NTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTRS 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 NTRS 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