+221.7%
PODD vs RGEN
+414.1%
-192.4%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.2% | -2.1% | -2.3% |
| 7D | -10.6% | -2.9% | -7.7% | -9.7% |
| 30D | -6.9% | -0.1% | -6.9% | -7.1% |
| 3M | -10.6% | +25.9% | -36.6% | -18.5% |
| 6M | -43.5% | +35.2% | -78.7% | -50.1% |
| YTD | -52.6% | +0.5% | -53.1% | -53.9% |
| 1Y | -60.1% | +37.0% | -97.1% | -65.4% |
| 3Y | -21.7% | +2.0% | -23.7% | -30.4% |
| 5Y | -54.6% | -44.2% | -10.4% | -52.7% |
| All | +221.7% | +414.1% | -192.4% | +55.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded RGEN 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling