-54.6%
PODD vs NWSA
+39.0%
-93.6%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.8% | -1.6% | -2.0% |
| 7D | -10.6% | -4.8% | -5.8% | -8.6% |
| 30D | -6.9% | +3.0% | -9.9% | -8.1% |
| 3M | -10.6% | +9.3% | -19.9% | -14.3% |
| 6M | -43.5% | +23.2% | -66.7% | -48.7% |
| YTD | -52.6% | +13.3% | -65.9% | -55.6% |
| 1Y | -60.1% | +2.9% | -63.0% | -61.1% |
| 3Y | -21.7% | +43.3% | -65.0% | -36.7% |
| 5Y | -54.6% | +40.9% | -95.4% | -62.5% |
| All | -54.6% | +39.0% | -93.6% | -62.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling