+72.2%
EQX vs PODD
-55.4%
+127.7%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.0% | +3.7% | +2.1% |
| 7D | -3.2% | -10.5% | +7.3% | -0.6% |
| 30D | +7.8% | -9.0% | +16.8% | +10.1% |
| 3M | +21.3% | -11.5% | +32.9% | +22.5% |
| 6M | -22.4% | -44.7% | +22.3% | -10.9% |
| YTD | -11.3% | -53.6% | +42.3% | +6.9% |
| 1Y | +13.5% | -61.0% | +74.5% | +43.4% |
| 3Y | +162.1% | -24.7% | +186.8% | +156.8% |
| All | +72.2% | -55.4% | +127.7% | +96.3% |
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