-53.0%
PODD vs RGEN
-42.7%
-10.3%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.6% | -4.1% | -3.7% |
| 7D | -4.1% | -0.9% | -3.2% | -3.9% |
| 30D | +0.8% | +2.8% | -2.0% | -0.3% |
| 3M | -6.1% | +34.5% | -40.6% | -15.2% |
| 6M | -40.0% | +40.5% | -80.4% | -46.9% |
| YTD | -49.9% | +2.8% | -52.8% | -51.4% |
| 1Y | -59.3% | +39.6% | -98.9% | -64.4% |
| 3Y | -17.2% | +4.4% | -21.6% | -25.6% |
| 5Y | -53.0% | -42.8% | -10.2% | -52.9% |
| All | -53.0% | -42.7% | -10.3% | -52.9% |
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 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