+229.5%
PODD vs RGEN
+415.3%
-185.8%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.1% | -1.0% | -2.4% |
| 7D | -6.9% | -4.6% | -2.3% | -5.5% |
| 30D | -3.5% | +1.2% | -4.6% | -4.1% |
| 3M | -13.6% | +26.8% | -40.4% | -21.4% |
| 6M | -42.6% | +29.1% | -71.7% | -48.6% |
| YTD | -51.5% | +0.7% | -52.2% | -52.8% |
| 1Y | -60.9% | +39.1% | -100.0% | -66.3% |
| 3Y | -19.8% | +2.2% | -22.0% | -28.8% |
| 5Y | -54.4% | -44.0% | -10.4% | -52.6% |
| All | +229.5% | +415.3% | -185.8% | +59.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling