-21.3%
PODD vs NWSA
+44.1%
-65.4%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.4% | -2.7% | -2.9% |
| 7D | -6.9% | -3.1% | -3.8% | -5.9% |
| 30D | -3.5% | +4.3% | -7.7% | -4.8% |
| 3M | -13.6% | +9.2% | -22.8% | -16.5% |
| 6M | -42.6% | +21.6% | -64.2% | -46.6% |
| YTD | -51.5% | +14.2% | -65.7% | -54.0% |
| 1Y | -60.9% | +1.8% | -62.7% | -61.5% |
| All | -21.3% | +44.1% | -65.4% | -36.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NWSA.
Daily Out/Under-Performance
Portfolio return minus NWSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NWSA 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 NWSA 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