+195.6%
EQT vs PODD
-54.5%
+250.1%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.3% | +3.0% | +1.0% |
| 7D | -1.2% | -10.6% | +9.4% | +0.8% |
| 30D | +1.1% | -6.9% | +8.0% | +2.3% |
| 3M | +4.8% | -10.6% | +15.4% | +6.0% |
| 6M | -10.6% | -43.5% | +32.9% | -1.8% |
| YTD | +3.4% | -52.6% | +56.1% | +17.6% |
| 1Y | +8.7% | -60.1% | +68.8% | +27.7% |
| 3Y | +35.0% | -21.7% | +56.6% | +35.9% |
| All | +195.6% | -54.5% | +250.1% | +209.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 PODD 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