+824.1%
PODD vs RGEN
+4,621.1%
-3,797.1%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.2% | -0.9% | -1.7% |
| 7D | +1.6% | -4.9% | +6.5% | +3.0% |
| 30D | +10.7% | +5.7% | +5.0% | +8.7% |
| 3M | +0.7% | +32.4% | -31.7% | -8.1% |
| 6M | -39.3% | +33.2% | -72.5% | -45.1% |
| YTD | -48.1% | +2.3% | -50.4% | -49.5% |
| 1Y | -57.4% | +39.0% | -96.4% | -62.3% |
| 3Y | -23.3% | -4.6% | -18.6% | -28.7% |
| 5Y | -51.3% | -42.7% | -8.6% | -50.1% |
| 10Y | +242.0% | +433.6% | -191.6% | +90.3% |
| All | +824.1% | +4,621.1% | -3,797.1% | +124.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling