-52.3%
PODD vs RGEN
-35.5%
-16.8%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.8% | +2.1% | +1.6% |
| 7D | -9.1% | -3.1% | -6.0% | -8.3% |
| 30D | +7.3% | +0.1% | +7.2% | +7.0% |
| 3M | +3.7% | +4.8% | -1.1% | +1.3% |
| 6M | -2.7% | +48.9% | -51.6% | -15.6% |
| YTD | -47.2% | +5.3% | -52.6% | -49.5% |
| 1Y | -54.0% | +12.5% | -66.5% | -56.9% |
| 3Y | -3.3% | +17.0% | -20.3% | -16.5% |
| 5Y | -52.3% | -35.4% | -17.0% | -54.4% |
| All | -52.3% | -35.5% | -16.8% | -54.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling