+251.1%
EQX vs PODD
+77.4%
+173.7%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.1% | +4.7% | +2.2% |
| 7D | +1.7% | -6.9% | +8.6% | +3.0% |
| 30D | +11.1% | -3.5% | +14.5% | +11.7% |
| 3M | +23.1% | -13.6% | +36.7% | +24.8% |
| 6M | -21.8% | -42.6% | +20.8% | -14.4% |
| YTD | -8.1% | -51.5% | +43.4% | +3.9% |
| 1Y | +29.7% | -60.9% | +90.6% | +52.7% |
| 3Y | +179.9% | -19.8% | +199.7% | +177.8% |
| 5Y | +82.5% | -54.4% | +136.9% | +95.9% |
| All | +251.1% | +77.4% | +173.7% | +354.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling